Investing Dashboard Issue (Q 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
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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
-
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.
1