Investments not showing in portfolio

Blashrun
Blashrun Quicken Mac Subscription Member
edited March 2023 in Investing (Mac)
I recently manually entered some investment purchases in Quicken for Mac, however the new investments are not showing in the portfolio or the totals. The cash correctly reduced by the purchases. The transactions are showing in the transaction history as buys. Any suggestions?

Answers

  • MontanaKarl
    MontanaKarl Quicken Mac Subscription Member, SuperUser, Mac Beta Beta
    To add to the great suggestion by @RickO ...go to Window > Securities to verify that the investments for which you entered buy transactions are listed there @Blashrun
    If so, is there a checkmark in a green circle in the column for "Currently Held"?

    Quicken user since 1990, MacBook Pro M2 Max on Tahoe 26.1 (and Win 11 under Parallels Desktop)

  • Blashrun
    Blashrun Quicken Mac Subscription Member
    I did check the dates and the portfolio dates and they appear correct. The green check is showing as currently held but still not listed in the portfolio or the totals.
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