BROKERAGE PORTFOLIO

Sorry, I'm not understanding exactly what is locked. Are you trying to enter a transaction? View your portfolio as of another date? Please describe what account or account group you have clicked on the left sidebar, and where you are clicking to change the date.

@Abarnoin Ah, thank you for the more detailed explanation! There are so many places to enter dates that I was thinking you were referring to something different.

The entry of dates in various places in investments screens is completely independent. So as you have seen, editing a security and going to the Price History screen, you can enter a price for any date. This has no bearing on the Portfolio date. That is, if you open the Portfolio today, on 2/19, and you click on a security, then Edit Security, then Price History, you can enter a price for, say, 1/31 and save it, and it won't affect the Portfolio date.

You then said you wanted to set the Price and Holding as of date to 12/31/22. I find I am able to do this. If I do it on the keyboard, typing 12/31/2022, the graph changes to show the new ending date. Alternatively, if I click the little calendar icon to the right of the date field, I can advance to December and click on 12/31/22, and the graph also changes that way. And you're saying you are unable to select a date in the future? I've not seen this, and I can't reproduce it. Have you tried using the calendar? 

But… why are you trying to set a future date? the Price and Holdings as of date will always be set to today's date when you launch Quicken or switch investment accounts. You said you wanted a future date there "so that my portfolio is always up to date when the account is opened, regardless of the date of the last entry" — and I'm saying it does that automatically. If you come back in two weeks, when you launch Quicken, the As Of date will be that day, 3/5/22.

There is no way to "lock the "As of" date in the Portfolio. It's intended to let you take a quick hop into the past to see your holdings, as you might want to do if reconciling last month/quarter/year with a brokerage statement. But it will reset to today's date as soon as you click on any other account or account group in the sidebar, or when you re-launch Quicken.