Quicken Mac - An Indicator for Placeholders???

Ploooplooo
Ploooplooo Quicken Mac Subscription Member ✭✭✭
edited November 26 in Investments

Hi All! I risk beating a dead horse once again brining up my continued dislike of Placeholders in Brokerage accounts. Conceding that I have to live with them continuously overvaluing my portfolios every time I updated online accounts, I'm trying to think of improvements in how they are handled. Upon some self-reflection, I think my primary issue is the lack of any indicator/notice that a placeholder has been surreptitiously inserted into an account.

Suggestion: Like the blue dot sidebar indicator for unreviewed downloaded transactions, a red dot to indicate that there is a placeholder in an account. Or a pop-up notice after updating online accounts to make the user aware that a placeholder is lurking beneath the surface.

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