One of two newly added security will not update.

Question

Added two securities, both show up in the Securities List and both have a 'purchase' entered into in the same Account.  However, only ONE will update and be displayed in the Portfolio.  Both are also shown in the Account Overview 'Holdings'.

Why doesn't ONE appear in the PORTFOLIO at least?  This is not a Vanguard issue.  I can't get even a MANUAL purchase transaction to show up in the Portfolio on the ONE security.

Is there a fix?  Have deleted, reentered etc.

Using Ver R48.9/Build 27.1.48.9

Jim_Harman · Accepted Answer

Click on Customize in the Portfolio view and make sure both securities are selected.

Also by default the Portfolio views only show securities where you had a non-zero balance on the As of date. So if they were purchased at different times and the As of date is between the purchase dates, only one will be shown in the view.

Michael42 · Accepted Answer

Thank you Jim - such a simple fix, it was the only security not checked.

I've never used that screen for any reason in the many, many years of using Quicken.

Thanks again!