How do I manually adjust the unit prices of shares I own in a Pacific Life Innovated Select Annuity

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How do I manually adjust the unit prices of shares I own in a Pacific Life Innovated Select Annuity in Quicken 2018? There is no 'dropdown' menu item that allows a manual update of existing shares' value.

Tom Young

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Provided that this is setup as an investment account with "Pacific Life Innovated Select Annuity" as the security you can select the Holdings button and change the prices there.  You can also change them on the Investing -> Portfolio page.  Or with Ctrl+Y -> click on security -> Update -> Security price history

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I have it set up as a "Account type: Traditional IRA" at present; there is no path similar on it to what you describe above.  Can I just change it to an Investment Account or do I have to delete and reenter data?

Jim_Harman

Tom Young

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Yea!  You cracked the nut. THANK YOU!  This is not an intuitive path to follow, but it works to allow me to track the value of the Annuity once I get the value from my Pacific Life statement (or from their website).  Would be nice if Quicken added this path info to their HELP menu or FAQS; however, I still would like a dropdown menu item to 'UPDATE HOLDING VALUES' that would take you to the appropriate page so you could just put in the date and the value on that date.  Based on your help I think I can safely say my present problem has been addressed; again, my thanks for your help.

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