When a preferred stock is called or an option expires?
Hen
Member ✭✭✭
One step update notified me that a preferred stock had been called and my share balance went to 0
In a second quicken account, same stock nothing happened even after a couple days. I then manually added a sell transaction. Every time I do a One step update, it removes that transaction and Quicken reports there is a disparity between my share count in Quicken and the Broker. I add the transaction back and the next update the transaction is gone.
Similar problem with expire calls. I enter a covered short transaction at 0 cost and a day later Quicken adds the call back into the account with a different name See pic.
In a second quicken account, same stock nothing happened even after a couple days. I then manually added a sell transaction. Every time I do a One step update, it removes that transaction and Quicken reports there is a disparity between my share count in Quicken and the Broker. I add the transaction back and the next update the transaction is gone.
Similar problem with expire calls. I enter a covered short transaction at 0 cost and a day later Quicken adds the call back into the account with a different name See pic.
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Best Answer
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If you haven't already, you may want to uncheck the accounts in the Compare Portfolio window: select Edit > Preferences...
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Answers
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If you haven't already, you may want to uncheck the accounts in the Compare Portfolio window: select Edit > Preferences...
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