Balance history incorrect after removing/adding holding

bling

It's common with tax loss harvesting to sell all A to replace with B. When you do this, the balance history of yesterday gets deleted, as if you didn't hold A at all.

This can be fixed manually by importing CSV history, which is a bit tedious since I have to calculate the total balance using yesterday's prices.

Coach Jon

Hello @bling,

Thanks for reaching out, and thank you for your feedback! I am glad you were able to resolve the situation you described by importing from a CSV file.

In this case, I would suggest creating an idea post for how you would like to see Quicken Simplifi handle this sort of thing. This way, other users could chime in and vote for your request.

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community