Switching currency in Investing, Brokerage, Holdings do not follow in Dashboard 6.3.1
Gilles9
Quicken Mac Subscription Windows Beta, Mac Beta Beta
I mentionned this in another thread but I think it worths its own thread
I have 2 currencies, CAD and USD, and brokerage accounts in each currencies
When I look at my CAD portfolio and take a look at the Dashboard, in the "Holdings" section I'll see the CAD securities ( TSE: xxx )
If I switch to the USD portfolio and take a look at the Dashboard, in the "Holdings" section, CAD securities show, not the USD ones
to see the USD securities in the Dashboard "holdings" section, I need to quit QM 6.3.1 while having USD portfolio showing and relaunch QM, now I'll see the US securities in the Dashboard "holdings" section
and vice versa
I have 2 currencies, CAD and USD, and brokerage accounts in each currencies
When I look at my CAD portfolio and take a look at the Dashboard, in the "Holdings" section I'll see the CAD securities ( TSE: xxx )
If I switch to the USD portfolio and take a look at the Dashboard, in the "Holdings" section, CAD securities show, not the USD ones
to see the USD securities in the Dashboard "holdings" section, I need to quit QM 6.3.1 while having USD portfolio showing and relaunch QM, now I'll see the US securities in the Dashboard "holdings" section
and vice versa
0
Best Answer
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Hello @Gilles9,
Thank you for taking the time to visit the Community and reporting this issue, though we apologize for any frustration or inconvenience experienced.
This is a known issue that our teams are working to resolve as quickly as possible. Unfortunately, we do not have an ETA, however, we anticipate a solution to be available in the next Quicken for Mac release.
Thank you!
-Quicken Anja
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Answers
-
Hello @Gilles9,
Thank you for taking the time to visit the Community and reporting this issue, though we apologize for any frustration or inconvenience experienced.
This is a known issue that our teams are working to resolve as quickly as possible. Unfortunately, we do not have an ETA, however, we anticipate a solution to be available in the next Quicken for Mac release.
Thank you!
-Quicken Anja
Make sure to sign up for the email digest to see a round up of your top posts.0 -
Is there a place to find known issue that are being worked on?0
This discussion has been closed.