Manually entered investment account - how to update balance? (edited)

Question

I am new to Simplifi after a million years on Quicken desktop. I have an investment that I want added. Venerable won't let me connect so it has to be manual. I add a transaction with number of shares and price, the amount won't calculate. Okay, so I enter the balance amount, the software zeros it out. What am I missing? This is a significant investment and I want it reflected in my net worth.

Coach Jon · Accepted Answer

Hello @luthergail,

Thanks for reaching out! If you are looking to track your Investments manually in Quicken Simplifi, we do have a great support article that explains how to do that here:

https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_f8a7bc2e30

As long as a valid ticker symbol is used for your investment holdings, they should update automatically according to the current market stats. Additionally, the balance for manual investment accounts in the Accounts List is updated during nightly aggregation.

https://support.simplifi.quicken.com/en/articles/5167335-how-do-my-investment-balances-update

As far as transactions go, Investment Transactions do not interact with your Investment Portfolio or Account Balances. These are designed to be a behind-the-scenes type of scenario without impacting your actual Portfolio Value.

I hope this information helps!

luthergail · Accepted Answer

I deleted the account and started over. This time I added the cost and now it works fine. I did finally find the ticker symbol; it didn't look like I expected but I don't find a place to enter it. I'm happy now though, since the total value is being reflected.