cannot find the same adjust share balance option

This discussion was created from comments split from: Share reconciliation in Quicken Mac Subscription.


  • CaCa
    CaCa Member
    I just transitioned from WIndows to MAC and cannot find the same adjust share balance option when manually updating my investment securities. Does it exist?
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @CaCa

    Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

    At this time, the Mac version does not offer the capability to adjust shares like the Windows version.

    However, an adjustment transaction may be created to change the share balance.

    In the transaction view on the portfolio, an "Add Shares" transaction can be entered and this will increase the number of shares.

    Would this work for what you are needing?

    Please let me know!

    -Quicken Tyka

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