Share Calculator issue
Phil Pifer
Member ✭✭
Quicken Mac 5.9.2 - for two months now I've had a recurring issue: Brokerage account reinvest dividend transactions downloaded online show the proper $, shares, and price information but do not seem to trigger a share balance recalculation increasing the shares for that purchase. Instead, the share balance column for that transaction is entirely blank (see screenshot)
. Changing anything in the transaction (shares or $), saving it, and changing it back to the accurate entry fixes the issue - but it is getting time consuming to do this every time. 
It is happening every time with transactions downloaded from a Pershing custodial brokerage account, in case the problem may be broker-specific. I am watching my other brokerage accounts to see if the problem occurs across brokerages.
. Changing anything in the transaction (shares or $), saving it, and changing it back to the accurate entry fixes the issue - but it is getting time consuming to do this every time. It is happening every time with transactions downloaded from a Pershing custodial brokerage account, in case the problem may be broker-specific. I am watching my other brokerage accounts to see if the problem occurs across brokerages. 0
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