Home Page link  

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

 

Quicken Personal Finance Discussions - Quicken - personal finance software discussions

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
Can't change estimate to actual of same value in Portfolio View Larry Sabo 03-26-2007
Posted by Larry Sabo on March 26, 2007, 1:05 pm
Please log in for more thread options
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

Posted by R. C. White on March 26, 2007, 2:52 pm
Please log in for more thread options
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
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Vista Ultimate x64)

>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


Posted by Larry Sabo on March 26, 2007, 4:44 pm
Please log in for more thread options

>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

Posted by John Pollard on March 27, 2007, 1:28 pm
Please log in for more thread options
Larry Sabo wrote:
>
>> 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.

> 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.

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.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Larry Sabo on March 27, 2007, 4:03 pm
Please log in for more thread options

>Larry Sabo wrote:
>>
>>> 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.
>
>> 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.
>
>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

Similar ThreadsPosted
YTD return% in investment portfolio view nonsense January 16, 2008, 10:47 pm
In Portfolio View, stock alerts are stuck on Mar 13 date! April 19, 2007, 12:25 pm
In Portfolio view, news item alerts are stuck on Mar 13 date! April 18, 2007, 3:26 am
Correct 'Estimate from last 3' information? April 8, 2007, 9:43 am
Quicken Portfolio - Import into M* Portfolio Analyzer - Problem August 5, 2008, 11:07 pm
Bar chart of budgeted vs actual expenses October 12, 2007, 8:39 pm
Noobie question: Reconciling scheduled deposits with actual chequings account entries February 16, 2008, 1:05 pm
Attachment View March 18, 2008, 10:22 am
How can I view/print old .tax files? February 1, 2008, 8:56 pm
Register View Question Please February 7, 2008, 5:47 pm

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap