Investments

Discussion List

• 
  Fidelity Net Benefits 401k balance doubled, and then cash only, new quicken file, reproducible

  Closed bwwalk 571 views 12 comments 1 point Most recent by bwwalk April 2023Investing (Windows)
• 
  Cash Sweep Mangles Reconciled Transactions

  Closed LarryC 83 views 5 comments 0 points Most recent by Quicken Kristina April 2023Errors and Troubleshooting (Windows)
• 
  Transferring Merrill investment accounts to Fidelity

  Closed stevedell 273 views 3 comments 0 points Most recent by mshiggins April 2023Download, Add/Update Accounts (Windows)
• 
  Fidelity Netbenefits not downloading

  Closed System 191 views 2 comments 0 points Most recent by Quicken Kristina April 2023Download, Add/Update Accounts (Windows)
• 
  Nationwide annuity

  Closed aLfGordon 102 views 5 comments 0 points Most recent by NotACPA April 2023Investing (Windows)
• 
  Download of Vanguard 401k

  Closed r3face 92 views 4 comments 0 points Most recent by Quicken Kristina April 2023Download, Add/Update Accounts (Windows)
• 
  Negative balance in Fidelity mutual Fund

  Closed crescere 84 views 1 comment 0 points Most recent by Quicken Kristina April 2023Investing (Windows)
• 
  RSU Accounts Not Supported Release 49.22

  Closed pastchief8 54 views 5 comments 0 points Most recent by pastchief8 April 2023Investing (Windows)
• 
  Bogus Separate Account appeared

  Answered Closed Mary Ann Edson-Plumb 51 views 6 comments 0 points Most recent by Mary Ann Edson-Plumb April 2023Errors and Troubleshooting (Windows)
• 
  Sold Stock and Need to Split Out the Proceeds

  Answered ✓ Closed QuickMakesMeCrazy 101 views 2 comments 0 points Most recent by mshiggins April 2023Investing (Windows)
• 
  Quicken Application Hanging When Downloading From Schwab

  Answered Closed FollowTheMoney 41 views 3 comments 0 points Most recent by Quicken Kristina April 2023Download, Add/Update Accounts (Windows)
• 
  How can I set up a Note receivable that has level principal payments plus interest?

  Answered Closed scott62556 104 views 4 comments 0 points Most recent by NotACPA April 2023Investing (Windows)
• 
  Investment account balance incorrect on mobile/web

  Closed Thomas6315 141 views 4 comments 0 points Most recent by Quicken Kristina April 2023Errors and Troubleshooting (Windows)
• 
  Investment button greyed out when trying to create New Scheduled Transaction Group

  Closed cyclist65 116 views 9 comments 0 points Most recent by cyclist65 April 2023Paying Bills, Online Billers & Reminders (Windows)
• 
  Manually Added Security Stock Split transaction splits all security holdings in all 3 accounts

  Closed G7CYP0 181 views 6 comments 0 points Most recent by Jim_Harman April 2023Investing (Windows)
• 
  bug downloading investment transactions from Schwab

  Closed leonard kearney 62 views 4 comments 0 points Most recent by leonard kearney April 2023Errors and Troubleshooting (Windows)
• 
  Ally Invest

  Closed Ambilobe 202 views 4 comments 0 points Most recent by Quicken Kristina April 2023Registers & Transactions (Windows)
• 
  Partnership Market Value Inaccuracy

  Closed Jonathan G. 34 views 1 comment 0 points Most recent by Quicken Kristina April 2023Investing (Windows)
• 
  online center holding comparison greyed out

  Answered Closed leonard kearney 72 views 5 comments 0 points Most recent by Quicken Kristina April 2023Investing (Windows)
• 
  Portfolio X-Ray vs. Allocations - percentages do not match

  Answered Closed islandhop 52 views 4 comments 0 points Most recent by islandhop April 2023Investing (Windows)
• 
  Investment transaction history

  Answered Closed ajshadrach 113 views 3 comments 0 points Most recent by ajshadrach April 2023Investing (Windows)
• 
  Market quotes

  Closed Steph Chaps 41 views 1 comment 0 points Most recent by Quicken Kristina April 2023Investing (Windows)