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From: Lea on 26 Jan 2010 10:52 On Jan 26, 2:01 am, "Jerry Boyle" <jerrybo...(a)att.net> wrote: > "John Pollard" <8plus7...(a)gmail.com> wrote in message > > news:hjllap$ec8$1(a)news.eternal-september.org... > > > > > Lea wrote: > >> I have not bothered to update my version of Quicken for the last 5 > >> years. Before that, I had purchased 5 of 6 versions. I just dont > >> have the patience to re-jig my thinking of how I handle my finances. > > > So what year, version, and release are you using? > > >> Over the last 5 year some of the holdings I have sold continue to > >> appear on my portfolio list. > > > I can't picture just what you mean. Can you be more specific? > > > What is your "portfolio list"? Is it the Portfolio tab of the "Investing > > Center"? In what manner do the "sold" items appear? > > >> By now I have 1/2 a dozen such items. > >> It is just annoying. > > >> I have actually tried to re-enter all the transactions relating to the > >> delinquent holding, but it persists. Has anyone else had this problem > >> and found a solution. > > Usually this occurs for one or both of two reasons: > > (1) the stock is on your Watch List, and/or > > (2) a tiny fraction of a share remains (caused by a rounding error, often in > the 6th decimal place). > > If this isn't enough info to resolve your problem, post back with the info > John requested. > > Jerry Neither is the case. I checked the watch list - nada, and the fraction of shares is also a no go. I actually tried to delete & re- enter each transaction, to see if anything needed to be 'cleaned' out. It didnt help. Any other ideas? lea
From: Lea on 26 Jan 2010 10:59 On Jan 25, 9:51 pm, "John Pollard" <8plus7...(a)gmail.com> wrote: > Lea wrote: > > I have not bothered to update my version of Quicken for the last 5 > > years. Before that, I had purchased 5 of 6 versions. I just dont > > have the patience to re-jig my thinking of how I handle my finances. > > So what year, version, and release are you using? > > > Over the last 5 year some of the holdings I have sold continue to > > appear on my portfolio list. > > I can't picture just what you mean. Can you be more specific? > > What is your "portfolio list"? Is it the Portfolio tab of the "Investing > Center"? In what manner do the "sold" items appear? > > > By now I have 1/2 a dozen such items. > > It is just annoying. > > > I have actually tried to re-enter all the transactions relating to the > > delinquent holding, but it persists. Has anyone else had this problem > > and found a solution. > > -- > > John Pollard > news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken > Your source of user-to-user Quicken help John, I am using Quicken Premier 2006 Once I have sold a holding e.g. 100 shares of AT&T, bought them, held them for a year. The holding would appear in my portfolio view for that entire year. Once I sell them they should no longer show up in that view. In this case they just 'wont go away'. This means that in my portfolio view I have several items, including this hypothetical AT&T, in which I hold 0 shares. Any ideas? Lea
From: Lea on 26 Jan 2010 11:04 On Jan 25, 9:51 pm, "John Pollard" <8plus7...(a)gmail.com> wrote: > Lea wrote: > > I have not bothered to update my version of Quicken for the last 5 > > years. Before that, I had purchased 5 of 6 versions. I just dont > > have the patience to re-jig my thinking of how I handle my finances. > > So what year, version, and release are you using? > > > Over the last 5 year some of the holdings I have sold continue to > > appear on my portfolio list. > > I can't picture just what you mean. Can you be more specific? > > What is your "portfolio list"? Is it the Portfolio tab of the "Investing > Center"? YES In what manner do the "sold" items appear? THEY SHOW UP AS A LINE ITEM WITH '0' SHARES > > > By now I have 1/2 a dozen such items. > > It is just annoying. > > > I have actually tried to re-enter all the transactions relating to the > > delinquent holding, but it persists. Has anyone else had this problem > > and found a solution. > > -- > > John Pollard > news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken > Your source of user-to-user Quicken help
From: John Pollard on 26 Jan 2010 12:05 Lea wrote: > On Jan 25, 9:51 pm, "John Pollard" <8plus7...(a)gmail.com> wrote: >> Lea wrote: >>> I have not bothered to update my version of Quicken for the last 5 >>> years. Before that, I had purchased 5 of 6 versions. I just dont >>> have the patience to re-jig my thinking of how I handle my finances. >> >> So what year, version, and release are you using? >> >>> Over the last 5 year some of the holdings I have sold continue to >>> appear on my portfolio list. >> >> I can't picture just what you mean. Can you be more specific? >> >> What is your "portfolio list"? Is it the Portfolio tab of the >> "Investing >> Center"? YES In what manner do the "sold" items appear? THEY >> SHOW UP AS A LINE ITEM WITH '0' SHARES >> >>> By now I have 1/2 a dozen such items. >>> It is just annoying. >> >>> I have actually tried to re-enter all the transactions relating to >>> the delinquent holding, but it persists. Has anyone else had this >>> problem and found a solution. Click the "Options" menu item on the Portfolio tab; make sure the option to "Show closed lots" is not selected. -- John Pollard news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken Your source of user-to-user Quicken help
From: JimH on 26 Jan 2010 18:20
Lea wrote: > On Jan 25, 9:51 pm, "John Pollard" <8plus7...(a)gmail.com> wrote: >> Lea wrote: >>> I have not bothered to update my version of Quicken for the last 5 >>> years. Before that, I had purchased 5 of 6 versions. I just dont >>> have the patience to re-jig my thinking of how I handle my finances. >> So what year, version, and release are you using? >> >>> Over the last 5 year some of the holdings I have sold continue to >>> appear on my portfolio list. >> I can't picture just what you mean. Can you be more specific? >> >> What is your "portfolio list"? Is it the Portfolio tab of the "Investing >> Center"? In what manner do the "sold" items appear? >> >>> By now I have 1/2 a dozen such items. >>> It is just annoying. >>> I have actually tried to re-enter all the transactions relating to the >>> delinquent holding, but it persists. Has anyone else had this problem >>> and found a solution. >> -- >> >> John Pollard >> news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken >> Your source of user-to-user Quicken help > > John, I am using Quicken Premier 2006 > > Once I have sold a holding e.g. 100 shares of AT&T, bought them, held > them for a year. The holding would appear in my portfolio view for > that entire year. Once I sell them they should no longer show up in > that view. In this case they just 'wont go away'. This means that in > my portfolio view I have several items, including this hypothetical > AT&T, in which I hold 0 shares. > > Any ideas? Lea I have Quicken 2009. I have exactly that same thing in my portfolio view, showing stocks that I no longer own. If I enable "Show Closed Lots", then additional older stocks and funds show up. If I remove the check mark under "watch" in the security list, they disappear from the portfolio view. In fact, I watched one stock disappear and reappear in the portfolio when I clicked on the check mark in the security list. If that doesn't work, you can customize the view and remove individual stocks or accounts. That might cause a problem if you buy the same stocks again. -- Jim |