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Quicken Classic for Windows
Investing (Windows)
I need some help. I opened my quicken file today after entering some transctions yesterday.
andrewrollins
When I looked at the file, I am seeing the list of investments and their values. When I look at the brokerage account, I am only seeing the opening deposit. I can not see any of the transactions for buying , selling, investment inc. etc. for any of the investments.
Cam anyone assist e please to find out why the transactions are not showing?
Andrew
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Accepted answers
Jim_Harman
Perhaps you entered the transactions in a different account than the one you are viewing.
If you go to Investing > Portfolio, pick a view that shows your holdings, customize it if necessary to show all accounts, and group by accounts, you can see where all of your securities are held.
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andrewrollins
The first part of the question got cut off. It should state that I opened my Quicken file today, after entering transactions yesterday.
Andrew
Sherlock
If you haven't already, I suggest you restore a recent data file backup: select
File > backup and Restore > Restore from Backup File...
Jim_Harman
Perhaps you entered the transactions in a different account than the one you are viewing.
If you go to Investing > Portfolio, pick a view that shows your holdings, customize it if necessary to show all accounts, and group by accounts, you can see where all of your securities are held.
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