Investing Dashboard Issue (Q Mac)

willeaton
willeaton Quicken Mac Subscription Member ✭✭
edited August 13 in Investing (Mac)

In my Investing Dashboard, In the window Allocation by Security, I have 2 accounts that each have duplicate entries. There are 2 entries for both VTSAX and VMFXX. Can I do something to combine these, so I have one VTSAX and one VMFXX?

Best Answer

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    Answer ✓

    Hello @willeaton,

    To troubleshoot this issue, have you gone to your Security List to verify if you have duplicate securities? You can access your Security List in Quicken by going to Window>Securities. If you do see duplicates, you will want to merge them. To do that, follow the directions in this article on merging securities.

    I hope this helps!

    Quicken Kristina

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    Answer ✓

    Hello @willeaton,

    To troubleshoot this issue, have you gone to your Security List to verify if you have duplicate securities? You can access your Security List in Quicken by going to Window>Securities. If you do see duplicates, you will want to merge them. To do that, follow the directions in this article on merging securities.

    I hope this helps!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

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