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Thanks moski ... you're a genius. I have 100+ securities to enter but at less I have a path forward. I'm also disappointed that all the quotes that I logged for securities and currencies over the years did not transfer across. There is an option for re downloading quotes from the past 5 years, but that doesn't help me with some of my offshore investments. Your help was much appreciated.moski said:I had the same problem when converting from QM07 to QM2018. I stumbled on a solution. I simply added a single "add shares" transaction for each security in the portfolio, and it miraculously brought all the other securities back into the portfolio view. Then I deleted the manual transaction and everything was fine. Unfortunately, I have one portfolio with a basket of 20+ securities managed by my adviser and that meant I had to do this 20+ times, but it did work. You might give it a try.
I don't buy that excuse for a poor conversion. You have the file formats for both the Windows and Mac products. You just need to map fields between the two. They only issue is when you have fields that are used in one and not the other. That should be a small number I would expect.Quicken Tyka said:Hey Marcel,
Sorry you're experiencing these difficulties.
The Windows and Mac product are very different. Unfortunately, the conversion is not a seamless process.
Can you try creating a Buy and a Sell transaction with a sample security to see if this reflects in the portfolio properly? We need to rule out if it's an issue with the data in the file or an issue with the software.
Let me know how it goes.
-Quicken Tyka
Another user seemed to have success simply by trying this this work-around of just changing the stock, saving it, then changing it back to the original stock and saving again. YMMVmoski said:I had the same problem when converting from QM07 to QM2018. I stumbled on a solution. I simply added a single "add shares" transaction for each security in the portfolio, and it miraculously brought all the other securities back into the portfolio view. Then I deleted the manual transaction and everything was fine. Unfortunately, I have one portfolio with a basket of 20+ securities managed by my adviser and that meant I had to do this 20+ times, but it did work. You might give it a try.
This is definitely a software bug. The workaround described by "moski" causes the securities to appear back into the portfolio.Quicken Tyka said:Hey Marcel,
Sorry you're experiencing these difficulties.
The Windows and Mac product are very different. Unfortunately, the conversion is not a seamless process.
Can you try creating a Buy and a Sell transaction with a sample security to see if this reflects in the portfolio properly? We need to rule out if it's an issue with the data in the file or an issue with the software.
Let me know how it goes.
-Quicken Tyka