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Quicken 2020 Premier now displaying all zero balance securities

jcoley2

Today for some reason all my investment account (over 20) are displaying zero balance securities on all my stock brokerage accounts. Those stocks being displayed are stocks that I bought and sold in some cases over a decade ago.

I did not change any settings and this just happened since my last login on December 31 2020. Not sure if something odd happened over the change of the new year but zero balance securities should not be showing. Any way to fix this?

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Accepted answers

q_lurker

You probably need to uncheck the customization option that shows closed lots.

jcoley2

q_lurker said:

You probably need to uncheck the customization option that shows closed lots.

Ok that did NOT work but I created a new Customized view and resets the fields I wanted to display and now all the zero lot securities are gone.

Not exactly sure why this would have worked.

All comments

jcoley2

Here is an example showing all the zero balance securities plus a few I do own. As you can see, all the zero balance securities are taking up all the screen room:

q_lurker

You probably need to uncheck the customization option that shows closed lots.

jcoley2

q_lurker said:

You probably need to uncheck the customization option that shows closed lots.

Ok that did NOT work but I created a new Customized view and resets the fields I wanted to display and now all the zero lot securities are gone.

Not exactly sure why this would have worked.

jcoley2

Never mind. Just went out of portfolio view and back in and now all the zero lot securities are back. So there is clearly some other issue going on.

jcoley2

Ok Lurker found that setting and yes it was checked for some reason. Unchecking it worked for me. Not sure how it got checked in the first case.

Tony T2

Super helpful. Driving me nuts with all those zero balances.
Thank you!