I am getting asterisks in the Gain/loss columns on the Portfolio Investing summary screen.

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dostegall
dostegall Member ✭
in Investing (Windows)
In most cases there are no issues in the transaction level detail. How do I get rid of the asterisks and Gain/loss calculations done?

Answers

  • Sherlock
    Sherlock Member ✭✭✭✭
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    To calculate Gain/Loss, Quicken needs to know the cost and the value of the security holding.  I suspect you may have some placeholder transactions in an investment account to resolve.
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
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    From C. D. Bales:

    "How do I get rid of the asterisks and Gain/loss calculations done?"

    First, note the text - which begins with an asterisk - at the foot of the Portfolio display, just below the "Totals" row.

    Second: go to Quicken Help > Search Quicken Help, key "placeholder", press Enter (or click "iSeek"), and read as many of the resulting topics as necessary. At a minimum, I suggest:

    "About placeholder entries", 

    "How do I resolve placeholder entries" and

    "How do I decide how to resolve placeholder entries


    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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