How do I stop having shares added upon syncing account?

Mpays
Mpays Quicken Mac Subscription Member
Just transitioned from windows to Mac subscription. When syncing investment account, quicken keeps adding shares which duplicate existing shares. I delete the added shares and the next sync just adds them back in. I saved a backup after deleting shares and then restored from backup. The syncing just added the shares again. Does not happen with other accounts.

Answers

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    If you keep getting placeholder transactions added for existing shares, I would look in the Window:Securities list. I suspect you will find the mismatch there.

    It sounds like the new download treats whatever you held as a different security, and thusly keeps adding it in. You might need to merge the old and new so this doesn't keep happening. 
  • Mpays
    Mpays Quicken Mac Subscription Member
    Perfect! Thanks so much John
This discussion has been closed.