Quicken for Mac 2019 - Investments
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"reinvest" or "add shares" transactions are not updating the Portfolio share balance. A way to remove this?
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The first culprit to look for is a "placeholder transaction" -- a special transaction Quicken inserts when it doesn't know something about the origin and basis of your investments.
See this page...
https://www.quicken.com/support/about-placeholder-entries
...and this page...
https://www.quicken.com/support/how-do-i-resolve-placeholder-entries
...and then post back if that information doesn't enable you to find and eliminate the placeholder problem.Quicken Mac Subscription • Quicken user since 19930 -
And here's a FAQ about placeholders specifically in QMac with illustrations:jacobs said:The first culprit to look for is a "placeholder transaction" -- a special transaction Quicken inserts when it doesn't know something about the origin and basis of your investments.
See this page...
https://www.quicken.com/support/about-placeholder-entries
...and this page...
https://www.quicken.com/support/how-do-i-resolve-placeholder-entries
...and then post back if that information doesn't enable you to find and eliminate the placeholder problem.
FAQ: What Are Placeholder Transactions in Quicken for Mac?
Quicken Mac Subscription; Quicken Mac user since the early 90s0
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