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(Showing 1-7 of 7 results)
  1. Cost Basis- Placeholder Entries [Community]

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

  2. 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
  3. 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
  4. How To Delete a Security [Support Article]

    GEN82103 Overview We strongly recommend that you hide the security rather than delete it, since deleting a security involves deleting all related transactions. Hiding the security will retain your transaction history for the security. Deleting these trans ...

    166 found this helpful
  5. How do I customize my investment transaction list? [Support Article]

    balance adjustments and previously resolved placeholder transactions for your accounts. This gives you ...

    75 found this helpful
  6. Assigning Lots in Quicken [Support Article]

    Reinvest, or Shares Added transaction that pre-dates all others for a security. All Placeholder Entry ...

    57 found this helpful
  7. Quicken for Mac Release Notes [Support Article]

    GEN00526 How to Update Quicken Select the  Quicken menu   >   Check for updates If an update is available for your software, you'll be presented with the ability to download and install the update. If your software is already up-to-date, we'l ...

    483 found this helpful