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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Why does Quicken not detect discrepancies in amount of shares owned?
Reynold050
For some reason Vanguard stopped providing reinvestment transactions since January 1 2022. I did not realize they were missing. The number of shares shown by Vanguard and shown in Quicken no longer matched. Yet Quicken did not detect or report this. Why? I have used Quicken since 2004 and it always used to report discrepancies. If this is by design, it is a major flaw that certainly diminishes the utility of Quicken.
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Accepted answers
Sherlock
If you want to detect the share balance discrepancy, open the register, press
Ctrl + Shift + N
, and select
Reconcile Shares...
If you want Quicken to automatically detect the share balance discrepancy and create a placeholder transaction, I suggest you check the accounts in the
Compare account portfolio after download
preference: select
Edit > Preferences...
All comments
Sherlock
If you want to detect the share balance discrepancy, open the register, press
Ctrl + Shift + N
, and select
Reconcile Shares...
If you want Quicken to automatically detect the share balance discrepancy and create a placeholder transaction, I suggest you check the accounts in the
Compare account portfolio after download
preference: select
Edit > Preferences...
Reynold050
Many thanks for your help.
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