Multiple old securities from years ago now in accounts

fp Member ✭✭✭
edited March 2023 in Investing (Windows)
After recent update, R47.11 dozens of securities I sold years ago are suddenly populating the accounts with zero shares


  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited February 2023
    Depending on the view you're using (Holdings or Portfolio View) ... they each have a "Show closed lots" setting. Could this setting have been enabled?
  • fp
    fp Member ✭✭✭
    That fixed it. I tried the "show lots" button on Portfolio Value report just to look at it, but Quicken didn't say that by clicking it you open up all of the "closed lots"

    I found the  "closed lots" function in Options on Portfolio and clicked it off. Solved the problem
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