Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Mac
Investing (Mac)
Stock entry for a split in 2017 is not working
frank75
quicken-mack deluxe 2020 5.16.1
MacOS 10.14.6
i have a stock that i just added an entry to do a 3 for 2 split for a date in 2007 and it worked fine.
number of Shares went from 48 to 72
now i am trying to do stock entry for a 2 for 1 split in Feb 2017 and it is not taking entry correctly.
number of shares stays the same and the cost basis stays the same. the number of shares should double and cost basis stay the same.
Find more posts tagged with
Accepted answers
John_in_NC
Hi, Frank:
It sounds like a placeholder is offsetting the transaction you change in 2/2017. Scroll to the beginning of the register, and I suspect you will see a transaction for this security offsetting shares added by your split.
If so, you have to determine how to proceed. If the placeholder only is for the amount of your stock split adjustment, then you can likely delete it. If it is for more shares (such as gets created when setting up the account the first time), then you might have to manually enter an equivalent manual transaction (i.e. static one) that can't adjust in its place.
All comments
John_in_NC
Hi, Frank:
It sounds like a placeholder is offsetting the transaction you change in 2/2017. Scroll to the beginning of the register, and I suspect you will see a transaction for this security offsetting shares added by your split.
If so, you have to determine how to proceed. If the placeholder only is for the amount of your stock split adjustment, then you can likely delete it. If it is for more shares (such as gets created when setting up the account the first time), then you might have to manually enter an equivalent manual transaction (i.e. static one) that can't adjust in its place.
frank75
thanks - found and removed a "remove" entry at the beginning and deleted it and all is well now. Gets confusing when shares are obtained from multiple splits, spin-eggs and mergers.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of