Share balances

pamela2707
pamela2707 Member ✭
in Investing (Windows)
I have several investments that are showing a share balance and others that are not. I don't know what I did differently, but does anyone know how I can get share balances on them all? Thanks so much!

Answers

  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    It might be set up as a Single Mutual Fund account.  
    To check if it is a Single Mutual Fund SMF open the Account List.  Go to Tools-Account List or do Ctrl+A.  Click Edit by the Account.  There might be a checkbox for Single Mutual Fund.  

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Also, what Quicken are you using?  I suspect you are using an older no-longer-supported version.  Older versions showed a Share Balance column only for Single Mutual Fund accounts.  Newer and current versions for all such 'brokerage' accounts. 
  • pamela2707
    pamela2707 Member ✭
    I was actually wrong about that. The share balance was there, just not all on the far right column. Thank you so much for your replies!

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