One of two newly added security will not update.

Quicken Windows Other Member ✭✭
edited April 2023 in Investing (Windows)
Added two securities, both show up in the Securities List and both have a 'purchase' entered into in the same Account. However, only ONE will update and be displayed in the Portfolio. Both are also shown in the Account Overview 'Holdings'.

Why doesn't ONE appear in the PORTFOLIO at least? This is not a Vanguard issue. I can't get even a MANUAL purchase transaction to show up in the Portfolio on the ONE security.

Is there a fix? Have deleted, reentered etc.

Using Ver R48.9/Build 27.1.48.9

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Best Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Click on Customize in the Portfolio view and make sure both securities are selected.

    Also by default the Portfolio views only show securities where you had a non-zero balance on the As of date. So if they were purchased at different times and the As of date is between the purchase dates, only one will be shown in the view.

    QWin Premier subscription
  • Quicken Windows Other Member ✭✭
    Answer ✓
    Thank you Jim - such a simple fix, it was the only security not checked.

    I've never used that screen for any reason in the many, many years of using Quicken.

    Thanks again!

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited March 2023

    When you do TOOLS, Security List .. what shows in the TYPE column for the difficult security? What is that security?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Quicken Windows Other Member ✭✭
    Both show up as STOCK (which they are).
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Click on Customize in the Portfolio view and make sure both securities are selected.

    Also by default the Portfolio views only show securities where you had a non-zero balance on the As of date. So if they were purchased at different times and the As of date is between the purchase dates, only one will be shown in the view.

    QWin Premier subscription
  • Quicken Windows Other Member ✭✭
    Answer ✓
    Thank you Jim - such a simple fix, it was the only security not checked.

    I've never used that screen for any reason in the many, many years of using Quicken.

    Thanks again!
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