Valuation Report shows too much cash.

wnonidez
wnonidez Quicken Windows Subscription Unconfirmed, Member
edited December 2022 in Reports (Windows)
I recently added shares of stock to an account and now the cash value in my portfolio valuation report is far too large. Help!
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Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    What Action did you use when adding the shares - Added or Bought? Adding shares does not reduce the cash in the account, you must Buy them unless they were received as a gift or transferred from another account.
    QWin Premier subscription
  • wnonidez
    wnonidez Quicken Windows Subscription Unconfirmed, Member
    Jim: Thanks for your help. For reasons I don't understand I closed down Quicken and my computer. When I brought them back up the report was working properly. I have learned not try to figure these things out. Thanks again! Bill Nonidez
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