Can't change estimate to actual of same value in Portfolio View

Mar 26, 2007 5 Replies

I thought I had asked this before but can't find a reference on Google. I've read all through the help files and searched Google, but I can't figure out how to change an "est" price to an actual price of the same value in Portfolio View, to make the "*" beside prices in reports disappear. I thought it was pressing the "*" key while in that price field, but that's not it. I'm using H&B 2002 under Win2K.



Can anyone help?



Thanks kindly, Larry


Hi, Larry.

I know of at least three ways. The best way, of course, if it works, is to Update the price online. Another way is to first Delete the "est" price in the Quote/Price column, then simply type in a new price. Or right-click on the Name of the security, not the price, and choose Price History.

But I'm using Q07 Basic and haven't used reports very much, so you may find better ways.

RC

Thanks, RC. I finally updated via Price History for the security. When enter the price manually in the Portfolio View window (while doing a price update from my investment statements), it refuses to update the price history. It's that wierd behaviour that I was trying to avoid by using an over-ride key, which I mistakenly remembered as the "*" key.

Updating via the Price History window removes the "est." shown in the Portfolio View and reports and solves the problem, but is not as convenient. Anyway, that's how I'll have to do it.

Thanks again!

Larry

I think RC's advice will work. He didn't say "just modify the price", he said "Delete the 'est' price in the Quote/Price column, then simply type in a new price".

The "key" is that you *change* the price that is there ... then change it again, to the correct price. You need to *leave* the field to have a change take effect. So change the price (to anything ... make it easy to key, like $1), cursor out of the field, cursor back, change the price to the correct price.

Thanks for that suggestio, John. I think it will be afster than using the Price History route. Do you or does anyone else remember being able to change est. to an actual price by just hitting the * key or some other key, in some earlier version of Quicken? Or is senility closer than I think?

Cheers, Larry

Hi, John - and Larry.

Delete will work IF, as John said, you leave that field - to convince Quicken that you are finished and intend for the change to stick. Then go back to that field and enter the correct price.

RC

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