How do I know when I have missing or incomplete data
The mechanisms used to indicate missing or incomplete data differ depending on what feature of Quicken you're using. Click a link below for more information.
- In the investment account transaction list
Placeholder entries in the transaction list indicate that historical information is incomplete.
- In snapshots and in the Portfolio
Asterisks indicate that historical data on which the associated calculations are based is missing or incomplete. Asterisks show when performance measures are based on placeholder entries:
- In the snapshots on the Performance (Quicken Premier, Home & Business, and Rental Property only) and Allocations views of the Investing tab
- In the Portfolio
- In reports
Asterisks indicate that historical data on which calculations are based is missing or incomplete. Performance measures with asterisks are based on placeholder entries
- In alerts
Alerts are not displayed if the information that they are based on contains placeholder entries. To view the alert, you first need to resolve the placeholder transaction.
- In the Capital Gains Estimator
Any securities that have missing cost basis information will not display in the Capital Gains Estimator window. To make them available for proposed sales, you first need to resolve any placeholder transactions associated with them.
General guidelines for missing data indicators
- When there is missing data where no action can be taken (for example, in a report), there is a missing data indicator.
- When there is missing data where action can be taken (for example, in an investment account transaction list), Quicken displays an Enter link where you can add the complete historical information for the account.
- Performance measures that are calculated based on missing data (for example, certain Portfolio columns or Investing tab snapshots) are either not displayed or displayed with an indicator that the calculation is incorrect.