Portfolio View Not Reflecting Security Changes

Richard Kennedy
Richard Kennedy Quicken Mac Subscription 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.

Comments

  • Richard Kennedy
    Richard Kennedy Quicken Mac Subscription Member ✭✭✭
    edited January 2018
    The securities in question are not being updated online as the financial institution doesn't support Quicken.
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