Converted Windows to MAC 2019 and when a transactions is entered it won't update the account.

CECCEC Member
Converted Windows to MAC 2019 and when a transactions is entered it  won't update the account.

Comments

  • RickORickO SuperUser
    edited January 18
    Are you saying the balance doesn't change after you add a transaction? If so, look for a balance adjustment grayed out transaction probably dated around the time of the conversion. This is Quicken's attempt to keep you in step with the prior database. You can just delete it, or delete and replace with a regular manual balance adjustment and you should be fine.

    These auto adjusting balance adjustments are similar to placeholder transactions for securities. For background, see this:

    https://getsatisfaction.com/quickencommunity/topics/faq-what-are-placeholder-transactions-in-quicken...

  • CECCEC Member
    edited January 18
    Problem is I sell $100 worth of stock. Cash goes into my account however the number of shares I own does not decrease in the portfolio. Bank accounts work, Brokerage doesn't.
  • smayer97smayer97 SuperUser
    edited January 18
    CEC said:

    Problem is I sell $100 worth of stock. Cash goes into my account however the number of shares I own does not decrease in the portfolio. Bank accounts work, Brokerage doesn't.

    Then read the info about placeholders at the link provided above.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

    (QM2007, Canadian user since '92)
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