Security detail not showing correct share balance

lizzyfsh

I am using version R28.18 build 27.1.28.18. Sold stock (soldx) and cash transferred to cash linked account question is despite selecting lots to sell shares are not removed from quicken.
This is a new quicken file built the last few weeks.

Sherlock

If you haven't already, you may want to review: https://community.quicken.com/discussion/7267839/quicken-faq-managing-placeholder-entries-in-quicken-for-windows

lizzyfsh

No placeholders. In fact when I update quicken puts quicken puts a place holder and I have to delete it every time because Quicken is not removing the stock after the sale.

Tom Young

First thing to try would be to delete the SoldX transaction, make sure everything is correct after that - no proceeds from sale in the linked Account, number of shares "pre-sale" correctly stated - and then re-enter the transaction.