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Any way to force the discrepancy report (Q Reported Shs vs. Brokerage Reported Shs) that displays fo

BillR

Running Quicken 2015 Deluxe for Windows using VMWare on a MacBook Pro. The discrepancy report showing Quicken Shares vs. Brokerage Shares only displays following a One Step Update when there is brokerage activity. I'd like to create the same report (or something offering the same data) on demand. Anyone know how this might be done?

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q_lurker

Tools / Online Center / Holdings tab / Choose FI and Account / Compare to Holdings Button.

No way other than one step update for multiple accounts (as far as I know).

Jim_Harman

In QWin 2018 you can click on the gear at the top right of the transaction list (register) and pick Reconcile shares.

q_lurker

In QWin 2018 you can click on the gear at the top right of the transaction list (register) and pick Reconcile shares.

Applies in QW2017 as well. I do not recall how far back that came in. Not back to 2014 as best I can recall.

splasher

In QWin 2018 you can click on the gear at the top right of the transaction list (register) and pick Reconcile shares.

Also in both QW2015 & QW2016.

BillR

Many, many thanks for the great responses. Just what I needed.