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

 

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Subject Author Date
Can't change estimate to actual of same value in Portfolio View Larry Sabo 03-26-2007
Posted by R. C. White on March 27, 2007, 4:34 pm
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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
--
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)

> 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


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