Investing Dashboard Issue (Q Mac)

willeaton

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?

Quicken Kristina

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

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!