Problems with securities holdings

CSL Member ✭✭
edited February 2023 in Investing (Windows)
Is anyone having problems when they do either a stock split or add/remove shares that the entry is in the register but the number of shares in holdings did not change to reflect the entry?


  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    I'm not having that problem, but the first thing I'd try is {Ctrl}-Z in the Account.  That will force Quicken to recalculate the share balances for all securities in the Account.  This could be a data corruption issue so you might want to try the Copy/Validate routing on the file.
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    A Placeholder can prevent the share quantity from changing. 

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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