Compare to Portfolio is incorrect until the next day

Ray
Ray Member ✭✭✭✭
edited January 2019 in Investing (Windows)
In the Online Center you can compare the Quicken portfolio to that of the financial institution. Yesterday I downloaded transactions and accepted them. Quicken popped up a list showing a difference between it's and institution's units equal to the newly-added transactions for each security. Today the counts match. It appears that Quicken isn't undate Quicken's count before it runs the report until the next day.

P.S. This form request that we include the product version. Why not add a manditory field in the form for this information? (I'm using 2019 HBR R17.6 Buikd 27.1.17.6

Comments

  • K.O. (Win-Premier)
    K.O. (Win-Premier) Quicken Windows Subscription Member ✭✭✭✭
    edited January 2019
    I have noticed that as well Ray. Seems like the compare is based on shares in Quicken at the time of download as opposed to after the new transactions are accepted.
  • Joel Jakubson
    Joel Jakubson Quicken Windows Subscription SuperUser ✭✭✭✭
    edited January 2019

    The difference between stupidity and genius is that genius has its limits - Albert Einstein

  • miklk
    miklk Quicken Windows Subscription SuperUser, Windows Beta Beta
    edited January 2019
  • Joel Jakubson
    Joel Jakubson Quicken Windows Subscription SuperUser ✭✭✭✭
    edited January 2019

    The difference between stupidity and genius is that genius has its limits - Albert Einstein

This discussion has been closed.

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