Fidelity transactions are not reflected in portfolio view

I just had a significant change to my IRA investments, selling and buying. The transactions were downloaded and accepted but the portfolio view has not updated.

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    First thing I'd check is that the "Price and holdings as of" date in the upper right corner of the portfolio is on or after the date of the transactions in the register.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Rseeb
    Rseeb Member ✭✭
    Good suggestion but it shows todays date and the transactions were yesterday.
  • RickO
    RickO SuperUser, Mac Beta Beta
    I can't really think of anything else. Have you closed and re opened the file to try to force it to update. Change the price as of date to something else and then back to today? Change the view and grouping pulldown menus?
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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