Community Discussion: Investment account - Incorrect number of shares in Available to Sell column

John Pollard <[email protected]>
Newsgroups alt.comp.software.financial.quicken
Message-ID <[email protected]>
Community Discussion:  Investment account - Incorrect number of shares in Available to Sell column

Found at:  https://tinyurl.com/2wcx8rxf

This can happen if there is a hidden placeholder in the account for the security in question (in this case, a placeholder that increases the number of shares held), and the placeholder is the most recent transaction for the security.

The share balance value is displayed on each transaction in the account; when the most recent transaction for a security is a "hidden" placeholder, there is no visible transaction in the register on which to display the "current" share balance.

If that is the situation for the problem described in this discussion: Either use Edit > Preferences > Investments > Show hidden transactions to cause placeholders to be displayed; or verify share balances using Investing > Portfolio or Reports > Investing > Portfolio Value, for example.

[Last Community post 08-07-23 @ 12:35 PM]
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