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Re: Holdings view: Need % of Total Account & Ability to Customize
Portfolio Views (Ctrl-u) offer great flexibility. Holding view are a simple subset of portfolio views for a single account. Use portfolio views instead.1 -
Re: Entering new security purchased doesn't show in portfolio view
Check your customization settings for that specific view and make sure the new security is included in the selected securities.1 -
Re: How to Merge Securities in Quicken Classic for Windows
I have recently changed brokerages and I find that I now have duplicate securities with slightly different names and for the Symbol field one brokerage used the ticker symbol and the other used the C…4 -
Re: Sell all leaves me with negative cost basis
So I am OCD enough that I would want to resolve the -19.19 cost basis as well. I suspect there has been some improper mix-up on a sale transaction along the way. That assumes there were prior sales b…1 -
Re: Stray security showing up in Portfolio X-ray
My expectation would be that Quicken feeds tickers and share numbers to Morningstar and gets the X-Ray summary back. If so, it would seem some ticker symbol is being misinterpreted. I suggest: Run th…1
