Is there a way to fix the "Securities Value" amount in an Investment Account?

:o

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Wait for the market to rise?
    Beyond that, we'll need to know in what way is is off?  All securities?  One security? Is the number of shares/units correct?  Is the value of each unit (i.e., the quote) correct? When was the last time that you compared this account (these accounts) to you statement?
    Also, what Q product are you running?  What BUILD of Q?  Do Help, About Quicken for this info.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Gary
    Gary Member ✭✭
    Quicken Deluxe 2019, R22.17, 27.1.22.17. Have a lot of missing security info that was not downloaded or input from years prior to setting up the account in Quicken. Just want to do an adjusting entry (action) to correct.
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