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(Showing 1-10 of 32 results)
  1. How do I resolve placeholder entries? [Product Help]

    For additional information about placeholder entries, read  How do I decide how to resolve ... placeholder entries? When using Quicken to track your investments, placeholder entries may appear in your ... account if there are missing transactions for a particular security. Quicken creates these placeholder ...

  2. How do I decide how to resolve placeholder entries? [Product Help]

    To resolve/delete placeholder entries, see How do I resolve placeholder entries? In order to get ... performance reporting and tax planning assistance, you should replace each placeholder entry with actual ... historical transactions. Placeholder entries can only occur in an investment transaction list. Each ...

  3. Why is the Cash Amt column for an investment transaction N/A or blank? [Product Help]

    The Cash Amt column will be blank or N/A if the transaction is either a BoughtX  or a placeholder ... the current account. Placeholder entries   don't change your cash balance because they only ... investment account (Cash Bal column) will not change as you   resolve placeholder entries. Example of ...

  4. How do I know when I have missing or incomplete data? [Product Help]

    list Placeholder entries in the transaction list indicate that historical information is incomplete. In ... are based is missing or incomplete. Asterisks show when performance measures are based on placeholder ... are based on placeholder entries. In alerts Alerts are not displayed if the information that they are ...

  5. Securities Comparison Mismatch [Product Help]

    create a placeholder entry, click  Create a placeholder entry  for the difference, and then click  OK. If ... click  OK. More information About placeholder entries ...

  6. How do I resolve a security comparison mismatch [Product Help]

    create a placeholder entry, click  Create a placeholder entry  for the difference, and then click  OK. If ... click  OK. More information About placeholder entries ...

  7. Quicken for Windows: Why do my investment accounts look different after a Quicken patch update? [Support Article]

    GEN00858 Overview After installing a Quicken update, investment accounts are displayed differently.  To resolve this issue  On occasion, installing an update will cause a change in the tracking method for investment accounts from Complete to Simple Invest ...

    3 found this helpful
  8. About making my historical information more complete [Product Help]

      placeholder entries   are not a problem. It's important to be clear that certain performance and tax ... from Investing tab cards? How do I resolve placeholder entries? Notes How are holding periods affected ...   track lots   for that security. When should I add missing information to a placeholder entry? Enter the ...

  9. Quicken for Windows Release Notes [Support Article]

    and navigation of PDF attachments. The Placeholder Entries text in the investment register has been ...

    643 found this helpful
  10. Setup [Product Help]

    investment accounts About placeholder entries How do I add an investment account? How do I decide how to ... resolve placeholder entries? Track cash in an investment account Special investment accounts Add property ...

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