Portfolio Display

Options
dstarnik@
dstarnik@ Member ✭✭
edited May 2022 in Investing (Mac)
How do I get hidden/closed accounts to show up in portfolio? I recently changed financial advisors and the accounts, although the same, have different names. Unfortunately, Quicken, in Portfolio View, acts like I never had those accounts before the day I transferred. It's as if all of my investments, accumulated over 25 years, suddenly materialized on 10/30/2020.

Best Answer

  • dstarnik@
    dstarnik@ Member ✭✭
    Answer ✓
    Options
    I figured out my problem. You can't hide or separate the accounts. Either one of those options totally removes them from being included in the view, or calculations.

Answers

  • dstarnik@
    dstarnik@ Member ✭✭
    Answer ✓
    Options
    I figured out my problem. You can't hide or separate the accounts. Either one of those options totally removes them from being included in the view, or calculations.
This discussion has been closed.

Categories