Tiny fractional shares have arisen in Portfolio View

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vitreous
vitreous Member ✭✭
in Investing (Windows)
I have tiny positive fractional shares that have arisen in Portfolio View from accounts that are now closed. Can I change to the "sell all" command in the responsible tranactions to eliminate these tiny shares in these closed accounts. If this is not possible, can I open a new "Leftover Account" and transfer these shares into it?

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    Yes, you should be able to get rid of the fractional shares by changing the final transaction to Sell All. Be sure to accept Quicken's proposal to let it re-compute the selling share price.

    Note however that this may not work if any previous sales resulted in a negative number of shares.
    QWin Premier subscription
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
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    @vitreous - I agree with @Jim_Harman .  Before you attempt doing this, be sure to back up your data file in case something goes wrong or you don't like the results.

    (Quicken Classic Premier Subscription: R55.26 on Windows 11)

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    For what it's worth this isn't really a bug. Customers have been requesting to have the number of digits after the decimal point increased for quite a while. In recent patches they changed it to increase and so values that would have been rounded off with less digits are now not rounded and show up.
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