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Re: Why am I getting an incorrect Market Value?
You’re welcome. As a followup comment, every one of those portfolio views (Show: Value, etc.) is independently customizable. Including or excluding a fund or account in one does not carry over to oth…1 -
Re: Why does Quicken file always open to a closed account register?
Edit / Preferences. There is an applicable setting in the Startup section.1 -
Re: Creating a budget in Quicken (Classic Premier) on Windows 11
Independent of the Budget setup, there is an Alerts Center available (Tools / Alert Center) where you can set up for different alert formats if your monthly expenses in a category exceed a user suppl…2 -
Re: Unable to close account to due phantom account balance
When you redid the sale, did you let Quicken adjust the total amount (bad) or the price per share (good)? Was that security marked as hidden, and thus not showing up, or maybe disguised by a placehol…1 -
Re: Unable to close account to due phantom account balance
First, I am not a fan of Closing accounts, simply because it cannot be undone. Personal preference. So I don't go through that process very often. How about Reports / Investing / Portfolio Value…1