Portfolio Keeps Changing Back to Current Date After I've Selected A Date I Want

Deborah Anderson
Deborah Anderson Member ✭✭
in Investing (Windows)
I'm working in the Portfolio, correcting share balances in past months. I pull up a Security Detail View window to fix any erroneous transactions, and also pull up a PDF of my Brokerage Statement. When I go back to the full Portfolio view, nine times out of ten, the date has changed back to the current date. I don't always immediately realize this, and think I still have an error in the number of shares in a particular security, but no, it's just that Quicken has changed the date on me. It's really irritating. Is there a way to tell Quicken not to change the date I've selected?

Comments

  • Deborah Anderson
    Deborah Anderson Member ✭✭
    Sorry, I forgot to mention. I use Quicken 2019 Premier.
  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    There are a few file operations that will cause Quickn to reset the date to today.  You may want to consider printing the Portfolio view (press Ctrl + P) to a PDF as well.
  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    From C. D. Bales:

    You can use the Investing > Portfolio Value report to see share balances as of any date of your choosing.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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