bought new security
I bought a new security. It is included in my Accounts down the left side of my Investing tab but the security is not shown In the Portfolio tab (under Investing). How do I add the security to my Portfolio? This security is included in my Security List.
Best Answers
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Select the Customize button while on the view in question and the Securities tab, and select the security.
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To add on to what @Chris_QPW said: The Customize button is a Gear icon at the top right of the Portfolio view.
Quicken Classic Premier (US) Subscription: R59.10 on Windows 11
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Answers
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You have to BUY shares of it in some Account like your brokerage account. Or set up a new account to hold it.
I'm staying on Quicken 2013 Premier for Windows.
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Select the Customize button while on the view in question and the Securities tab, and select the security.
Signature:
This is my website: http://www.quicknperlwiz.com/0 -
To add on to what @Chris_QPW said: The Customize button is a Gear icon at the top right of the Portfolio view.
Quicken Classic Premier (US) Subscription: R59.10 on Windows 11
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Interesting enough there is both a Customize button and a Customize menu item:
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Well, I'll be. All these years of using Quicken and I never noticed that before! I think I'd just become too accustomed to looking for the Gear icon.
Quicken Classic Premier (US) Subscription: R59.10 on Windows 11
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Thanks to the Community for the quick response to my question.
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