For investments, Account Overview or Investing Portfolio view with Show Closed Lots, all sold rows a

David20

This is the same issue as described at https://getsatisfaction.com/quickencommunity/topics/account-overview-sold-lots-shows-the-same-date-and-values-for-all-sold-lots . That issue does not appear to be resolved, and it's still happening to me.

Go to an investment account, select Holdings. Select settings/gear menu > Show Closed Lots. View a security with more than one lot sold. Each sold lot shows the data from the first sold lot, duplicated over and over again.

I've tried File Operations > Copy, Validate and Repair, including all options in that dialog. Nothing changes. I also tried opening a backup file from 2 years ago. Same problem. This definitely used to work, although I can't pinpoint when it last worked. I only noticed it when I wanted to use its functionality today, which is how I know that it used to work.

I even created a brand new file, and only added some sample transactions. The problem still occurs. So it is not file-related.

Please help me Quicken, you're my only hope.

Quicken 2018 for Windows subscriber, R11.16, 27.1.11.16

Sherlock

The issue reproduces in Quicken 2016 R17.4.

John Porcello

Problem reproduced in Quicken 2017 R17.4, does Quicken fix bugs?  This has been an issue for years now.

yasminmadelene

I'm now on Quicken 2019, Version R18.16, Build 27.1.18.16 and this major software bug has yet to be fixed by Quicken. And not even a single comment by anyone related to the company acknowledging the problem.

Jim_Harman

I agree this is an ongoing problem.

I have created a new Idea post for this issue. Please go here
https://community.quicken.com/discussion/7854514/fix-display-of-closed-lots-in-investing-account-overview-and-portfolio-views/p1?new=1

and click on the little triangle in the big blue box to vote for it. Hopefully that will get the attention of the powers that be at Quicken.