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Quicken Classic for Mac
Investing (Mac)
Share exchange--used "Add"and "Remove" to handle Exchange of UTX for RTX, but UTX still listed?
Wildhawker44
Why won't UTX shares delete from Portfolio? Mac 5.17.5 Version. I have saved a backup/closed Quicken/reopened it and UTX is still listed ink the Portfolio. Why?
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Accepted answers
Quicken_Tyka
Hello
@Wildhawker44
Thank you for taking the time to visit the Community to report this issue.
I have a few questions to better help me understand what could be happening.
First, how many shares of UTX are listed in the portfolio?
Have you checked the register for
placeholders
? These will be light grey transactions at the bottom of the register.
Please let me know!
-Quicken Tyka
All comments
Quicken_Tyka
Hello
@Wildhawker44
Thank you for taking the time to visit the Community to report this issue.
I have a few questions to better help me understand what could be happening.
First, how many shares of UTX are listed in the portfolio?
Have you checked the register for
placeholders
? These will be light grey transactions at the bottom of the register.
Please let me know!
-Quicken Tyka
Wildhawker44
43 Shares of UTX were exchanged for 43 shares of RTX. Yes, I found the "placeholders" below my 2011 activity.I keep forgetting to go to the bottom of the "Transaction Register". I deleted the "placeholder" for UTX and I am reconciled now. THANKS TO YOU QUICKEN TYKA!!
Quicken_Tyka
Hello
@Wildhawker44
Thank you for taking the time to respond and let me know that the issue has been resolved.
I'm glad to hear that all is well!
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