stock portfolio position duplication

india just
india just Quicken Mac Subscription Mac Beta Beta
edited April 2022 in Errors and Troubleshooting (Mac)
When I linked my brokerage account, quicken keeps recommending adding the same exact stocks to my portfolio. It has doubled everything. How do I get it to recognize that it is doubling all my positions with these recommendations to add?
Long time user, mac only, brand new to beta testing.  NOOB.  Allin on beta.

Comments

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    It sounds like placeholders keeps getting added. (Think of them as balance adjustments from what the brokerage firm reports.)

    If you delete them, and they comes back, then it sounds like a mismatch between securities as you have them reported in Quicken, and how your brokerage is reporting them.

    You will have to investigate the difference, and make a backup before you attempt any changes. It might be something as simple as merging the two securities in the Security list.
  • india just
    india just Quicken Mac Subscription Mac Beta Beta
    Yes, I did the merging and that helped fix the issue.  Then I had to delete the placeholders that were hidden at the very start of the file. 2001 file, so deeply hidden.  All is well!
    Long time user, mac only, brand new to beta testing.  NOOB.  Allin on beta.
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