Synching Portfolio Holdings in brokerage and retirement accounts

berniergary
Quicken Windows 2017 Member ✭✭
I am trying Quicken for Mac after years of using Quicken for Windows (on a virtual machine). I converted the file and enabled updating on all the accounts. The data conversion was messy and have had to do a lot of clean up. My Windows version would alert me when the on line stock holdings differed from quicken and would allow placeholder entries. How can I do this on Quicken for Mac?
Tagged:
0
Comments
-
Quicken Mac uses Placeholder transactions as well, but I'm not aware of it notifying you if one is created.Quicken Mac Subscription • Quicken user since 19930
This discussion has been closed.
Categories
- All Categories
- 2 Product Ideas
- 27 Announcements
- 192 Alerts, Online Banking & Known Product Issues
- 18 Product Alerts
- 732 Welcome to the Community!
- 605 Before you Buy
- 1.1K Product Ideas
- 50K Quicken Classic for Windows
- 15.5K Quicken Classic for Mac
- 987 Quicken Mobile
- 775 Quicken on the Web
- 75 Quicken LifeHub