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how do i update a manual security value that I cant download on quicken 2017 bussiness and rental

Unknown
Unknown Member
edited October 2018 in Investing (Windows)
I have an old 401k that cant be downloaded and I cant get it to let me update manually from one transaction from 2012. please help! I use 2017  Rental Property Manager

Comments

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited October 2018
    Click TOOLS, Security List (or it's CTRL-Y shortcut), click on the security name, click Update and click Edit Price History.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Unknown
    Unknown Member
    edited June 2017

    Click TOOLS, Security List (or it's CTRL-Y shortcut), click on the security name, click Update and click Edit Price History.

    When I did that it made my account worth more than the correct balance. I tried many times before I asked this question. Thank you for your help, it is probably something I am entering wrong. I will try again.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited June 2017

    Click TOOLS, Security List (or it's CTRL-Y shortcut), click on the security name, click Update and click Edit Price History.

    The worth of an account is determined by 2 things:
    1) the number of shares/units of each security held in the account, and
    2) the value of each of those shares/units.

    You only asked about inputting the values manually ... so that was all that I answered.

    You'll need to gather up your statements on the account and review the number of shares/units of each security to determine the problem.

    If needed, you can also delete erroneous (or future-dated) prices via the method that I previously provided.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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