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Quicken Classic for Mac
Investing (Mac)
Investments not showing in portfolio
Blashrun
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?
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MontanaKarl
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"?
Blashrun
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.
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