How do you rebuild investment lots

alaw168

The investment lots for one of the securities I own are corrupted.

How do you rebuild investment lots? I know this option is available in Quicken for Windows.

Quicken Kristina

Hello @alaw168,

To assist with this issue, please provide more information. When did you first notice this issue? What leads you to believe that the investment lots for a security are corrupted?

Since Quicken for Mac doesn't have a built in rebuild tool or Lot editor, like Quicken for Windows does, if information for a lot is incorrect, you would want to backup your Quicken file, then take a look at the Buy, Add Shares, or Reinvest transaction that is associated with that lot, and correct the transaction as needed (or delete/recreate the transaction).

I hope this helps!

Quicken Kristina

Hello @alaw168,

I haven't heard from you in a while. Did you still require assistance?

Thank you!