Missing Security

May 12, 2010 1 Replies
D

Quicken H & BE 2010 or



I went to add a sell transaction for a security I purchased some time ago. The security shows in the portfolio view under the Investment tab, but does not show in the drop down list of securities. It also shows in the transactions listing as being bought. If I try to enter the name manually for this new sell transaction, using the exact same name as in the portfolio or transaction views, the transaction is recorded as a short sale.



The security in question was originally recorded in MS Money and imported into Quicken along with many others. I have not had a problem with any others to this point.



How can I fix this problem?



Thanks


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J

There are some useful pieces of information that are missing from your problem description.

1.) What drop down lists don't show the security name? 2.) Have you checked the Security List to see if the security is hidden? 3.) What does the "Group by" option in the Portfolio View, where you see the security, say? Security? Account? Other? 4.) When the Portfolio View "Group by" is Account; does it show that you have enough shares in the account where you want to enter the Sell transaction? 5.) Could you have hidden any investment account(s) that might hold shares of the security in question?

Bottom line: Are you sure you are recording the Sell transaction in the correct Quicken account?

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