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Quicken Classic for Windows
Investing (Windows)
Purchased Security Not Showing in Portfolio
billr
I purchased several securities yesterday and all show in my account register. All were done with the "bought" transaction. When I view my portfolio for that account, one security is omitted. I looked at my list of securities and it is there, and it is not marked as hidden. But the security is not visible in my portfolio. It is the only security not visible. How can this happen? Thoughts appreciated.
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Accepted answers
Sherlock
First, I suggest you check the security on the
Securities
tab of the
Customize Current View
window: open the portfolio view and select
Customize
.
If the security is selected, I suspect there may be a placeholder entry in the account's transaction list removing the holding:
Quicken FAQ: Managing Placeholder Entries in Quicken for Windows
All comments
Sherlock
First, I suggest you check the security on the
Securities
tab of the
Customize Current View
window: open the portfolio view and select
Customize
.
If the security is selected, I suspect there may be a placeholder entry in the account's transaction list removing the holding:
Quicken FAQ: Managing Placeholder Entries in Quicken for Windows
billr
Thank you! It wasn't a placeholder issue but that security was not checked in the custom view. I checked it and it's working correctly!
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