Update share balance Quicken for Mac

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PJSELIN
PJSELIN Quicken Mac Subscription Member
edited July 15 in Download, Add/Update Accounts (Mac)

Is there an option for updating share balance in an investing account for Quicken Premier for Mac? I had to do this occasionally on the Windows version and this is the first time I have a balance difference on the Mac version and I can't find the update share balance option

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    If you care to look into why your share balance in Quicken differs from your brokerage, you might be missing a Reinvest Dividend or Reinvest Capital Gain transaction in Quicken, which you can enter manually. But if you just want to adjust the share holding balance without questioning why it is off, you can create an Add Shares or Remove Shares transaction. That allows you to add or remove shares without affecting cash or income.

    Quicken Mac Subscription • Quicken user since 1993
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