Portfolio Display

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dstarnik@
dstarnik@ Quicken Mac 2017 Member ✭✭
edited May 2022 in Investing (Mac)
How do I get hidden/closed accounts to show up in portfolio? I recently changed financial advisors and the accounts, although the same, have different names. Unfortunately, Quicken, in Portfolio View, acts like I never had those accounts before the day I transferred. It's as if all of my investments, accumulated over 25 years, suddenly materialized on 10/30/2020.

Best Answer

  • dstarnik@
    dstarnik@ Quicken Mac 2017 Member ✭✭
    Answer ✓
    I figured out my problem. You can't hide or separate the accounts. Either one of those options totally removes them from being included in the view, or calculations.

Answers

  • dstarnik@
    dstarnik@ Quicken Mac 2017 Member ✭✭
    Answer ✓
    I figured out my problem. You can't hide or separate the accounts. Either one of those options totally removes them from being included in the view, or calculations.
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