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Simple Portfolio Tracking - flipping back and forth - issues ?
Has anyone noticed any anomolies using the new Simple Portfolio Tracking (beta) feature when turning it ON and then reverting back to "register mode" - and then turning it ON again.
I happen to have a series of Vanguard mutual fund exchanges, and had clicked the Vanguard account to use the Simple Portfolio feature.... and the balance share amounts were way off. I then reverted back to "register mode" to see the transactions - and found that Quicken had not only recorded the Exchange transaction, but had also entered an ADDED share transaction - thus duplicating the actual number of shares manipulated.
I basically deleted all the ADDED transactions, and the Quicken register now matched the Vanguard website share amounts.
With too many moving parts for this event - didn't know who the bad guy was....
Quicken 2020 Deluxe - Subscription - Windows 10