Looks like there is yet another issue with Remove Shares

Andrew B
Andrew B Member ✭✭✭
edited April 2023 in Investing (Mac)
I own shares in a company which has been acquired. The share price is fixed and will never change again. Every month, some of these shares get converted to cash which is paid to me.
To track this, I (manually) created a repeating transaction where on April 1, 3000 shares will be removed, May 1, another 3000 shares, etc. But Quicken displays the total account value as if all of those removals have already happened!
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Answers

  • Jon
    Jon SuperUser, Mac Beta Beta

    It's not just Remove Shares, pretty much any future transaction that changes your non-cash holdings is included in the account value as if it already happened. Future changes to your cash balance, however, are not included.

    Quicken Mac subscription. Quicken user since 1990.

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