Quicken Deluxe Investment Accounts Funds Not VisibleClosed
Quicken Deluxe Investment Accounts
I have four investment funds in Quicken, A, B, C, D, all under one account. In my security list all four accounts are visible. In my holdings list all four accounts are visible with transactions. When I click Update Share Balance from the Gear Icon only accounts A and B are visible on the dropdown list. How do I make these accounts visible? They are not checked Hide.
Also is it possible to delete a prior Update 401(K) Holdings adjustment? If so how. I did an update and need to delete it to correct information made in error.
I have four investment funds in Quicken, A, B, C, D, all under one account. In my security list all four accounts are visible. In my holdings list all four accounts are visible with transactions. When I click Update Share Balance from the Gear Icon only accounts A and B are visible on the dropdown list. How do I make these accounts visible? They are not checked Hide.
Also is it possible to delete a prior Update 401(K) Holdings adjustment? If so how. I did an update and need to delete it to correct information made in error.
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Can you show me a screen image snapshot of all 4 investment funds, A, B, C and D, as shown in Tools / Security List?
Do all 4 of these funds show a correct Security Type, e.g., Mutual Fund? The Security Type "Market Index" cannot be used for a marketable security. This type is reserved for actual market indices like Dow Jones, S&P, etc.
Do you have Placeholder transactions in your investment register? If so, resolve them first.
Thanks for your answer. They were marked as "Market Index." Changed to mutual fund, problem solved.
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Can you show me a screen image snapshot of all 4 investment funds, A, B, C and D, as shown in Tools / Security List?
Do all 4 of these funds show a correct Security Type, e.g., Mutual Fund? The Security Type "Market Index" cannot be used for a marketable security. This type is reserved for actual market indices like Dow Jones, S&P, etc.
Do you have Placeholder transactions in your investment register? If so, resolve them first.
This post has been closed.