How do you rebuild investment lots

alaw168
alaw168 Member ✭✭✭
edited November 2024 in Investing (Mac)

The investment lots for one of the securities I own are corrupted.

How do you rebuild investment lots? I know this option is available in Quicken for Windows.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @alaw168,

    To assist with this issue, please provide more information. When did you first notice this issue? What leads you to believe that the investment lots for a security are corrupted?

    Since Quicken for Mac doesn't have a built in rebuild tool or Lot editor, like Quicken for Windows does, if information for a lot is incorrect, you would want to backup your Quicken file, then take a look at the Buy, Add Shares, or Reinvest transaction that is associated with that lot, and correct the transaction as needed (or delete/recreate the transaction).

    I hope this helps!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @alaw168,

    I haven't heard from you in a while. Did you still require assistance?

    Thank you!

    Quicken Kristina

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