Security Detail - shares held - Quicken including shares from "separate" accounts

Ps56k2 SuperUser ✭✭✭✭✭
edited March 2023 in Investing (Windows)
Just noticed this....  I have my primary Schwab account and another "separate" account for our son.  Noticed this bug/feature...  The "total shares held" as reported are including the separate account, but not displaying the transaction history from that separate account.
ie - 200 shares as shown from my account - and NONE shown from the other account,
yet those extra 25 shares are reported in the total shares held ....
SO - "separate" accounts are a coin toss in reporting info -

QWin - R54.16 - Win10

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