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Share mismatch how to ignore

BOB139

Every time I download from Fidelity it's showing this incorrect message.

How do I stop it? I do not want to create a placeholder.

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Accepted answers

q_lurker

Edit the security details for the version of that security in your Quicken file.

Uncheck the box for Matched with online security. You might also check that your ticker is set as BRK.B in order to get current price quotes from Quicken's source in addition to the data sent by Fidelity.

Next time you download, you should get the option to match the Fidelity version to your Quicken version. (You can also get there via the Online center.)

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Sherlock

I suggest you uncheck the account in the Compare Portfolio window: Select Edit > Preferences...

Image: https://us.v-cdn.net/6031128/uploads/editor/fo/e12k5uosmcy1.png

q_lurker

BOB139

Actually I think I solved it.

There were 2 placeholder transactions for this "same" security one for shares removed and another for shares added. I simply deleted them.

I think it was related to the bug that switched my accounts to simple investing without my consent.