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1. 

   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 ...

2. 

   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 ...

3. 

   Cost Basis- Placeholder Entries [Community]

   I have about 350 placeholder entries for my Schwab investment accounts going back to 2022. ...

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. 

   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
6. 

   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 ...

7. 

   Quicken for Windows Release Notes [Support Article]

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

   647 found this helpful
8. 

   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 ...

9. 

   How do I change a transaction in a transaction report or graph? [Product Help]

     placeholder entries   identified by asterisks. Display   the transaction report. Select the transaction that ... transactions, here's an extra tip: Resolving Placeholder Entries: Investment transactions sometimes have ... asterisks next to them. These mark them as placeholders. You can use transaction reports to resolve these ...

10. 

    Version 5.3.0, 5.3.1, & 5.3.2 (11_2017) [Product Help]

    error issues in investment transactions that would cause bogus placeholders to appear. FIXED Fixed an ... investment accounts that only had a placeholder without any real transactions. FIXED Fixed a crash that would ...

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