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Adjust Share Balance Transaction is "invisible"

operaflute
Member ✭✭
I need to adjust some share balances (basically trying to zero out an old account), and while it seems to be effected (value is now at $0), the transactions I entered are "invisible." They are not shown in the register/list of transactions. How can I see what I just did???
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Best Answer
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EDIT, Preferences, Investment Transactions, and then check "Show Hidden transactions"Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP5
Answers
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EDIT, Preferences, Investment Transactions, and then check "Show Hidden transactions"Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP5 -
Thank you! (But why on earth would you want to hide transactions?)
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I agree, I think transactions should be un-hidden by defaultQWin Premier subscription1
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I surrender, why DID you hide those transactions ... because, by default, only "Placeholder Transactions" are hidden.
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
I did not purposefully hide any transactions.
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@NotACPA,
Since Adjust Share Balance is just a manually entered Placeholder, it is hidden along with the placeholders if Show hidden transactions is not checked.
Also I think you will find in QWin 2019 and other recent versions, if Show hidden transactions is not checked (the default) and you have a placeholder and you enter a transaction for that security for a date earlier than the placeholder that would affect the cash balance (Buy, Sell, etc), Quicken will insert a linked and hidden Cash balance adjustment.
These are revealed along with the placeholders when you check the Show hidden transactions box. Unlike the placeholders, they do not have a gray background, making them hard to spot when you try to clean things up.QWin Premier subscription1
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