When a preferred stock is called or an option expires?
Hen
Member ✭✭✭
One step update notified me that a preferred stock had been called and my share balance went to 0
In a second quicken account, same stock nothing happened even after a couple days. I then manually added a sell transaction. Every time I do a One step update, it removes that transaction and Quicken reports there is a disparity between my share count in Quicken and the Broker. I add the transaction back and the next update the transaction is gone.
Similar problem with expire calls. I enter a covered short transaction at 0 cost and a day later Quicken adds the call back into the account with a different name See pic.
In a second quicken account, same stock nothing happened even after a couple days. I then manually added a sell transaction. Every time I do a One step update, it removes that transaction and Quicken reports there is a disparity between my share count in Quicken and the Broker. I add the transaction back and the next update the transaction is gone.
Similar problem with expire calls. I enter a covered short transaction at 0 cost and a day later Quicken adds the call back into the account with a different name See pic.
0
Best Answer
-
If you haven't already, you may want to uncheck the accounts in the Compare Portfolio window: select Edit > Preferences...

0
Answers
-
If you haven't already, you may want to uncheck the accounts in the Compare Portfolio window: select Edit > Preferences...

0
This discussion has been closed.
Categories
- All Categories
- 41 Product Ideas
- 36 Announcements
- 223 Alerts, Online Banking & Known Product Issues
- 21 Product Alerts
- 525 Welcome to the Community!
- 675 Before you Buy
- 1.3K Product Ideas
- 54.3K Quicken Classic for Windows
- 16.5K Quicken Classic for Mac
- 1K Quicken Mobile
- 814 Quicken on the Web
- 115 Quicken LifeHub
