Stock value in Accounts Overview Holding screen does not match Account Value?

System
System Member admin
edited May 30 in Investing (Windows)

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Stock value in Accounts Overview Holding screen does not match Account Value?

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  • CWPBSP
    CWPBSP Quicken Windows Other Member ✭✭

    I am having the same problem. I have two investment accounts in the Accounts list that do not show the same balance of the account overview. Both of the accounts in question are for the same stock, one account for me and one for my wife. Overview calculations are correct based on number of shares and share price. I am showing "current balance" in accounts bar and "= today" in overview. Both account list numbers are low by about 30%. I have not found any transaction errors.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @CWPBSP,

    If you haven't already done so, I recommend that you check those accounts for placeholders and resolve any placeholders you find.

    Please let me know how it goes!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @CWPBSP,

    I haven't heard back from you. Do you still require assistance?

    Thank you!

    Quicken Kristina

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