how do I hide a security in "Holdings"

Mary-Jo
Mary-Jo Quicken Windows 2016 Member
edited December 2022 in Investing (Windows)
Updating my portfolio and looking to remove/hide no longer active securities .
Thanks

Best Answer

  • Mary-Jo
    Mary-Jo Quicken Windows 2016 Member
    Answer ✓
    Thank you - that worked for some but not all. ?? I’ll keep working on it.
    Thanks again.

Answers

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    First action would be to click the gear icon, upper right of Holding window and uncheck Show closed lots.  I suspect that is your issue with 'no longer active securities'.  
  • Mary-Jo
    Mary-Jo Quicken Windows 2016 Member
    Answer ✓
    Thank you - that worked for some but not all. ?? I’ll keep working on it.
    Thanks again.
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2022
    Make sure that your LAST transaction which sold the remaining number of these shares was a "Sell All".
    Sometimes, tiny fractional shares can persist and while they're not obvious, they're not ZERO either ... thus causing them to remain in your portfolio.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Mary-Jo
    Mary-Jo Quicken Windows 2016 Member
    Great point - I’ll verify that.
    Thanks very much.
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