Synching Portfolio Holdings in brokerage and retirement accounts

berniergary

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?

jacobs

Quicken Mac uses Placeholder transactions as well, but I'm not aware of it notifying you if one is created.