Portfolio View Not Reflecting Security Changes

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Richard Kennedy
Richard Kennedy Member ✭✭✭
edited May 2022 in Investing (Mac)
Adding or removing shares from a security are not being reflected in the Portfolio View. Quicken file was recently imported from Quicken 2007 for the Mac.

Also, the Portfolio View takes much longer to display than did Quicken 2007 for the Mac.

Quicken 2018 for Mac Deluxe under macOS 10.12.6.

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  • RickO
    RickO SuperUser, Mac Beta Beta
    edited January 2018
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    For the speed issue, try hiding the graph. Grab the little dot under the center of the graph and drag it to the top.

    For the issue of shares not showing up, see the link below:

    FAQ: What Are Placeholder Transactions in Quicken for Mac?
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Richard Kennedy
    Richard Kennedy Member ✭✭✭
    edited January 2018
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    The securities in question are not being updated online as the financial institution doesn't support Quicken.
  • RickO
    RickO SuperUser, Mac Beta Beta
    edited January 2018
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    Richard Kennedy said:

    The securities in question are not being updated online as the financial institution doesn't support Quicken.

    You might still have placeholder or opening balance transactions that are in effect from the transfer over from QM07.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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