Future Stock Awards showing in Investment Totals after 5.8 on Mac

Unknown
Unknown Member
edited May 2022 in Investing (Mac)
I loaded the 5.8 release of Quicken for Mac this morning and future stock awards are now showing in current Investment totals, but shouldn't be.  (I have an account set up where my stock awards from my company are entered with the future award dates based on vesting schedule, but they aren't vested yet and shouldn't show as part of current investments owned.)  

Previous versions of Quicken for Mac interpreted the future dating correctly and did not show these shares as current investments but something broke in 5.8.  I also can't find a filter or anything to exclude these future vesting awards from totals so I have to think this is a new bug.  

Anyone else seeing this?

Comments

  • Ken137
    Ken137 Member ✭✭
    edited October 2018
  • Unknown
    Unknown Member
    edited October 2018
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    edited October 2018
    Hey Kevin,

    Sorry, you're experiencing this difficulty.

    Are you seeing this issue in any other accounts?

    If unsure, can you try creating a future transaction in a checking account and see if that is registering incorrectly as well?

    If so, please follow https://www.quicken.com/support/install-or-uninstall-quicken-mac to uninstall and reinstall.

    Let me know how it goes!

    -Quicken Tyka
    ~~~***~~~
  • Unknown
    Unknown Member
    edited October 2018

    Hey Kevin,

    Sorry, you're experiencing this difficulty.

    Are you seeing this issue in any other accounts?

    If unsure, can you try creating a future transaction in a checking account and see if that is registering incorrectly as well?

    If so, please follow https://www.quicken.com/support/install-or-uninstall-quicken-mac to uninstall and reinstall.

    Let me know how it goes!

    -Quicken Tyka

    Hi Tyka.


    I just how got a chance to try it. It didn’t happen when I added a future transaction to a savings account but did happen when I added a future dated transaction to another investment account.


    I uninstalled and reinstalled Quicken and that didn’t resolve the issue either unfortunately.


    Anything else you want me to try?
  • Unknown
    Unknown Member
    edited October 2018

    Hey Kevin,

    Sorry, you're experiencing this difficulty.

    Are you seeing this issue in any other accounts?

    If unsure, can you try creating a future transaction in a checking account and see if that is registering incorrectly as well?

    If so, please follow https://www.quicken.com/support/install-or-uninstall-quicken-mac to uninstall and reinstall.

    Let me know how it goes!

    -Quicken Tyka

    Hi Tyka.


    I added a future dated transaction to a savings account and the problem didn’t happen but it did happen when I added a future dated transaction to another investment account.


    I uninstalled and reinstalled Quicken and that didn’t resolve the issue. Anything else you want me to try?


    Thanks.
  • Unknown
    Unknown Member
    edited October 2018
This discussion has been closed.