Do you use invoicing for your small business? We want your feedback! Learn More

Investment Holdings report switches Shares and Price data

Hi there - Does any one else have a problem with the investment Holdings report, where the report sometimes switches the shares and price data when viewing individual lots? E.g., I have a Holdings report open now where, in the "Value" view, it incorrectly shows a lot of 69.7 shares purchased for $143.46/share and a cost basis of $3,640.16; when I change to the "Tax implications" view, it correctly shows the same lot as 143.46 shares for $69.7/share and an after-tax gain of $3,640.16. I submitted a problem report and screen shots to Quicken but have not heard back or seen any fixes. I'm curious if others see the same issue.


  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    I am seeing the same bug.  Operating through a Portfolio View (Ctrl-U) is OK.  From a pop-up Holdings view from the account transactions list, the two cited data values are in the wrong columns.