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

Gary

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Accepted answers

NotACPA

Downloads initiated from within Q typically only go back 30-90 days.

SO, you can see if this helps: https://community.quicken.com/discussion/7160091/faq-download-old-transactions

OR, you can simply pull out a statement from before the downloaded transactions ... and do an ADD SHARES as needed.

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NotACPA

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.

Gary

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.

NotACPA

Downloads initiated from within Q typically only go back 30-90 days.

SO, you can see if this helps: https://community.quicken.com/discussion/7160091/faq-download-old-transactions

OR, you can simply pull out a statement from before the downloaded transactions ... and do an ADD SHARES as needed.