Reconciling manually entered data.
My wife and I have IRA and Roth accounts in which I have entered the data manually over the years when receiving my statements. Recently, I recorded the sale of stocks in my IRA account transaction page, but the Portfolio summary still shows the old share totals. How can I resolve this?
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I can't be sure w/o more details, but it sounds like you neglected to manually change the share price also (in "window/securities/price history"). Unfortunately, at present, QM2015 does not automatically enter the share price in "price history" (from whence the account values derive) when you enter the share price in "transactions". I have suggested this as a future feature, so - fingers crossed ...!
What you will need to do is manually enter the share price for each security for each month (or other time period) - laborious but necessary.
Bon chance!
Hopefully, this will work for you.