How do I move securities from watch list to securities?

Gary Holabird

How do I move securities from the watch list to securities?  Quicken 2017

UKR

Securities in the Watch List are the ones you track, but don't usually own.
Once a security has been created in the Security List, it can be added to the Watch List.
When you actually do buy a security, entering the Buy transaction into your investment account register will make it appear in the Holdings view and/or the Portfolio View.
There's no need to actually move anything.
But you may want to review the Customization of the Portfolio View, to ensure that the desired investment accounts and "all" securities are included in the Portfolio View.

Gary Holabird

Thanks for the very quick reply.  I was updating my securities & adding a few & they automatically go into the watch list.  I do own them.

Any ideas?

NotACPA

Gary Holabird said:

Thanks for the very quick reply.  I was updating my securities & adding a few & they automatically go into the watch list.  I do own them.

Any ideas?

TOOLS, Security List, and uncheck them in the "Watch List" column.

Gary Holabird

Thanks, but I tried that.  Doesn't do anything.

UKR

Gary Holabird said:

Thanks for the very quick reply.  I was updating my securities & adding a few & they automatically go into the watch list.  I do own them.

Any ideas?

When you add a new security by hand, "Add to Watch List" already has a checkmark. You need to remember to remove the checkmark if you do not want the security to appear on the Watch List.
If you want to remove a security from the Watch List that is already there, just uncheck the box in the Security List's Watch column.

Gary Holabird

I uncheck the Watch List box, it removes it from the Watch List, but I want to add it (them) to my portfolio, not the watch list.  When I add a security (mutual fund (FCNTX), in this case), it goes directly to the watch list, no matter what.

Unknown

Gary Holabird said:

I uncheck the Watch List box, it removes it from the Watch List, but I want to add it (them) to my portfolio, not the watch list.  When I add a security (mutual fund (FCNTX), in this case), it goes directly to the watch list, no matter what.

You have to have holdings of that security to see it in the Portfolio View.

If you have no holdings (shares you own, etc), you can't see it.  You can only track it in the Watch List.

Thus...the reason for the Watch List.  And thus the reason for the Portfolio View.  

Also, in the Portfolio View, you have to designate WHICH securities you can see in the View by customizing the current view and selecting Securities, then selecting the securities to include in the view:

Gary Holabird

Ok, I finally got it.  Nothing was working.  I started messing around... & found out where to be able to update directly from the "bank" (Fidelity, in this case), & everything got moved from the watch list.  Finally!  Of course, I don't remember what steps I took!

Thank you to everyone for all your assistance.