How do I remove of securities listed as "active" which are long gone?

Why do I have to scroll through dozens of securities which are no longer in my portfolio?

Best Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited March 5 Accepted Answer
    From your post, there are two possible issues here, and I'm not sure which you're concerned with.

    In the Window > Securities list, do you see the Currently Held column? If not, Control-click in the column headings, and select Currently Held from the pop-up list of available columns.

    If there are any securities which have the green check mark for Currently Held which you do no town any more, then you need to tell Quicken you don't own what it thinks you do. This can sometimes happen if there's a tiny fraction of a share Quicken has due to rounding from years ago.

    Click on the Investing group heading in the left sidebar, click on Portfolio view, and set the filters to Portfolio Value and Group by Security. Make sure the Shares column is visible, and look at what Quicken is showing for the securities you don't own any more. If it's a tiny fraction, like 0.000001 share, then you can fix this by going to Transaction view and entering a Remove Shares transaction for the amount of shares Quicken believes you have. the security should then disappear from the Portfolio view entirely.

    On the other hand, if you are talking about securities which Quicken shows you don't hold, and wish were no longer in your securities list at all, that's a different matter. Having a way to Hide Securities is a request many Quicken users have, and there is a thread on this site discussing that. The good news is that the developers have stated there that this functionality is planned for a future update; the bad news is that we don't know when this feature will be released. If you read towards the bottom of that thread, you'll find some ideas users have shared about making the security list less painful by renaming securities they no longer hold with a prefix like "z" so they drop out of active sight to the bottom of the list. 
    Quicken Mac Subscription • Quicken user since 1993
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    @pjw7  So your options are to (a) rename old securities with a "z" prefix, or (b) wait for an update which adds hiding of inactive securities. There's unfortunately no way to know whether this is high, medium or low on the developers' priority list; it could come out next month or next year.
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited March 5 Accepted Answer
    From your post, there are two possible issues here, and I'm not sure which you're concerned with.

    In the Window > Securities list, do you see the Currently Held column? If not, Control-click in the column headings, and select Currently Held from the pop-up list of available columns.

    If there are any securities which have the green check mark for Currently Held which you do no town any more, then you need to tell Quicken you don't own what it thinks you do. This can sometimes happen if there's a tiny fraction of a share Quicken has due to rounding from years ago.

    Click on the Investing group heading in the left sidebar, click on Portfolio view, and set the filters to Portfolio Value and Group by Security. Make sure the Shares column is visible, and look at what Quicken is showing for the securities you don't own any more. If it's a tiny fraction, like 0.000001 share, then you can fix this by going to Transaction view and entering a Remove Shares transaction for the amount of shares Quicken believes you have. the security should then disappear from the Portfolio view entirely.

    On the other hand, if you are talking about securities which Quicken shows you don't hold, and wish were no longer in your securities list at all, that's a different matter. Having a way to Hide Securities is a request many Quicken users have, and there is a thread on this site discussing that. The good news is that the developers have stated there that this functionality is planned for a future update; the bad news is that we don't know when this feature will be released. If you read towards the bottom of that thread, you'll find some ideas users have shared about making the security list less painful by renaming securities they no longer hold with a prefix like "z" so they drop out of active sight to the bottom of the list. 
    Quicken Mac Subscription • Quicken user since 1993
  • pjw7
    pjw7 Member ✭✭
    It's the second one, alas.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    @pjw7  So your options are to (a) rename old securities with a "z" prefix, or (b) wait for an update which adds hiding of inactive securities. There's unfortunately no way to know whether this is high, medium or low on the developers' priority list; it could come out next month or next year.
    Quicken Mac Subscription • Quicken user since 1993
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