Investments not showing in portfolio
Blashrun
Member ✭
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?
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Answers
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First thing I'd do is double check the date on the transactions (especially the year) and the As Of date on the Portfolio view.Quicken Mac Subscription; Quicken Mac user since the early 90s0
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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 Ventura 13.6.5 • Windows 11
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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.0
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Can you post screenshots of the transactions and the relevant section of the portfolio?Quicken Mac Subscription; Quicken Mac user since the early 90s0
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