Quicken for Mac 2018 After a investment has matured, how do you hide it on the portfolio list of inv

Unknown
Unknown Member
edited August 2018 in Investing (Mac)
After the investment has matured, it still shows on the investment portfolio as a 0 value.  How can I remove it from the list because I need the room for other investments?

Comments

  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited August 2018
    At the moment, you cannot. You can add your VOTE to Add ability to hide currently unused securities.

    First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.

    While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests Related to Investments. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

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  • Unknown
    Unknown Member
    edited April 2018
    Are there more than one investments in the account where this closed investment is held?

    If there are, you'll need to keep the account open.

    If that is the only investment and the account is zero, you can hide the account in Quicken Mac.

    Accounts > Hide and Show accounts > Select the account you'd like to exclude from Lists and Reports.  

    If this is an account that you download transactions to, I would take the account offline prior to marking the account to hide.  
  • Unknown
    Unknown Member
    edited April 2018
    I this is a Security in an Investment account and the Security still show up in the Portfolio View then there is probably a small fraction of a share left in your account. You can add a Sell transaction and choose Specify Lots to see what the fraction is and just Sell that fraction with a Total Sale of zero.
  • Unknown
    Unknown Member
    edited April 2018
    BruceG said:

    I this is a Security in an Investment account and the Security still show up in the Portfolio View then there is probably a small fraction of a share left in your account. You can add a Sell transaction and choose Specify Lots to see what the fraction is and just Sell that fraction with a Total Sale of zero.

    Pretty much correct.

    I wouldn't use a SELL transaction type...I would use a Shares Out transaction type...as this requires NO cash in or out of the account.  
  • Unknown
    Unknown Member
    edited April 2018
    BruceG said:

    I this is a Security in an Investment account and the Security still show up in the Portfolio View then there is probably a small fraction of a share left in your account. You can add a Sell transaction and choose Specify Lots to see what the fraction is and just Sell that fraction with a Total Sale of zero.

    I agree the Shares Out would be simpler but nighter should work.