how do i update a manual security value that I cant download on quicken 2017 bussiness and rental
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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
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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 February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
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 - QW HBRP 2019 said:Click TOOLS, Security List (or it's CTRL-Y shortcut), click on the security name, click Update and click Edit Price History.
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The worth of an account is determined by 2 things:NotACPA - QW HBRP 2019 said:Click TOOLS, Security List (or it's CTRL-Y shortcut), click on the security name, click Update and click Edit Price History.
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 February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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