Investing Account Register Stock Does Not appear in Investing Window

rsposner
rsposner Quicken Windows Subscription Member ✭✭
I discovered this month April 2021 when reconciling Investment Accounts that a stock purchased in April and accounted for in the account register does not appear in the Investing Window. Yet the stock appears in Investing sub-window Dashboard. With the stock missing from the Investing Window, the account does not balance with the statement. Does anyone have any ideas how to fix the problem.
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Best Answer

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited May 2021 Answer ✓
    If you're referring to a Portfolio view, I suggest you check the new security: open the Portfolio view, select Customize and the Securities tab.

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited May 2021 Answer ✓
    If you're referring to a Portfolio view, I suggest you check the new security: open the Portfolio view, select Customize and the Securities tab.
  • rsposner
    rsposner Quicken Windows Subscription Member ✭✭
    Hello Sherlock.
    Perfect. That worked.
    Best regards from Florida.
  • Robert Edgar
    Robert Edgar Member ✭✭
    Thanks Sherlock. that was the correct answer!!!!
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