Security names to show in Security column under Investments

willeaton
willeaton Quicken Mac Subscription Member ✭✭
edited October 29 in Investing (Mac)

Quicken Classic Deluxe, version 7.9.1.

I have 15 securities listed under Window/Securities, yet only 11 are showing under Investments. How do I show all 15?

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Answers

  • RickO
    RickO Quicken Mac Subscription SuperUser, Mac Beta Beta

    Do all 15 securities have a green checkmark in the Currently Held column in the Securities window? If not, securities that are not currently held will not show up in the Portfolio tab in Investing nor in the Investing Dashboard.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • willeaton
    willeaton Quicken Mac Subscription Member ✭✭

    Yes, they do.

  • RickO
    RickO Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited September 28

    Where are you looking? Do you have "Investing" selected in the sidebar. Then are you looking at the Dashboard or the Portfolio view. Do those two views (wrongly) agree?

    Some screenshots would be helpful.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • willeaton
    willeaton Quicken Mac Subscription Member ✭✭

    I figured out the issue. It was my fault. The drop down menu on Investing was All Brokerage accounts, instead of All Investing Accounts. When I changed it to All Investing Accounts, all of the Securities were listed.

  • RickO
    RickO Quicken Mac Subscription SuperUser, Mac Beta Beta

    Makes sense. Glad you got it sorted.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
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