Investments not showing in portfolio

Blashrun
Blashrun Member ✭
edited March 10 in Investing (Mac)
I recently manually entered some investment purchases in Quicken for Mac, however the new investments are not showing in the portfolio or the totals. The cash correctly reduced by the purchases. The transactions are showing in the transaction history as buys. Any suggestions?

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    First thing I'd do is double check the date on the transactions (especially the year) and the As Of date on the Portfolio view.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • MontanaKarl
    MontanaKarl Member, Windows Beta, Mac Beta Beta
    To add to the great suggestion by @RickO ...go to Window > Securities to verify that the investments for which you entered buy transactions are listed there @Blashrun
    If so, is there a checkmark in a green circle in the column for "Currently Held"?

    Quicken Mac and Windows subscription • Quicken user since 1990
    iMac Pro, macOS Ventura 13.2 • Windows 10 via Parallels Desktop 17
  • Blashrun
    Blashrun Member ✭
    I did check the dates and the portfolio dates and they appear correct. The green check is showing as currently held but still not listed in the portfolio or the totals.
  • RickO
    RickO SuperUser, Mac Beta Beta
    Can you post screenshots of the transactions and the relevant section of the portfolio?
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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