How do you update the value of an asset manually?
I have an asset managed by a trust company which changes value every month but is not a listed security. I used to be able to manually update the value every month with previous versions of Quicken for Mac but that ability appears to be gone with Quicken for Mac 2017. Does anyone know how to do this now?
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You can still add those values although it's a little more cumbersome to do so under QM2017. First, find the securities list under the Windows tab. Then find the security you want to update and double click it. Then add the security price information. It's not direct as it was under QM2007. Hope that helps.
I have several mutual funds with the same issue. I've asked that they allow manual price edits under the portfolio windows, but that functionality hasn't been added yet. It you want to raise their awareness of this issue, please go here and add your vote: https://getsatisfaction.com/quickencommunity/topics/add-ability-to-manually-update-security-quotes-within-the-accounts-portfolio-window-qm2016
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(Canadian Q user since '92, STILL using QM2007)
use the Search box (upper right) to find the security
click the security in the list, then the pencil icon (lower left) (or just double click the security)
click the Price History tab near the top of the drop-down pane
to enter new price info, fill in the fields at the top and click Add
to edit price info, double click on a date/price line
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)