Accounting Talk Accounting Talk    FAQ   Search   Memberlist   Usergroups   Register   Profile   Log in to check your private messages   Log in  Can't change estimate to actual of same value in Portfolio V          Accounting Talk Forum Index -> Quicken View previous topic :: View next topic   Author Message Larry Sabo Guest Posted: Mon Mar 26, 2007 10:05 pm    Post subject: Can't change estimate to actual of same value in Portfolio V 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 Back to top   Ads Advertising Sponsor R. C. White Guest Posted: Mon Mar 26, 2007 11:52 pm    Post subject: Re: Can't change estimate to actual of same value in Portfol 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) "Larry Sabo" <larry_sabo@hotmail.com> wrote in message news:g2vf03tkcm396fh9da2qnlba8jbqja0k35@4ax.com... Quote: 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 Back to top   Ads Advertising Sponsor Larry Sabo Guest Posted: Tue Mar 27, 2007 1:44 am    Post subject: Re: Can't change estimate to actual of same value in Portfol "R. C. White" <rc@grandecom.net> wrote: Quote: 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 Back to top   Ads Advertising Sponsor John Pollard Guest Posted: Tue Mar 27, 2007 10:28 pm    Post subject: Re: Can't change estimate to actual of same value in Portfol Larry Sabo wrote: Quote: "R. C. White" <rc@grandecom.net> 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 Back to top   Ads Advertising Sponsor Larry Sabo Guest Posted: Wed Mar 28, 2007 1:03 am    Post subject: Re: Can't change estimate to actual of same value in Portfol "John Pollard" <invalid@invalid.com> wrote: Quote: Larry Sabo wrote: "R. C. White" <rc@grandecom.net> 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 $1), cursor out of the field, cursor back, change the price to the correct price. Thanks for that suggestio, John. I think it will be afster than using the Price History route. Do you or does anyone else remember being able to change est. to an actual price by just hitting the * key or some other key, in some earlier version of Quicken? Or is senility closer than I think? Cheers, Larry Back to top   Ads Advertising Sponsor R. C. White Guest Posted: Wed Mar 28, 2007 1:34 am    Post subject: Re: Can't change estimate to actual of same value in Portfol Hi, John - and Larry. Delete will work IF, as John said, you leave that field - to convince Quicken that you are finished and intend for the change to stick. Then go back to that field and enter the correct price. RC -- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) rc@grandecom.net Microsoft Windows MVP (Currently running Vista Ultimate x64) "John Pollard" <invalid@invalid.com> wrote in message news:TucOh.12260$oV.10937@attbi_s21... Quote: Larry Sabo wrote: "R. C. White" <rc@grandecom.net> 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 Back to top   Ads Advertising Sponsor Display posts from previous: All Posts1 Day7 Days2 Weeks1 Month3 Months6 Months1 Year Oldest FirstNewest First         Accounting Talk Forum Index -> Quicken All times are GMT Page 1 of 1   Jump to: Select a forum Accounting Talk----------------Accounting TalkPeachtreeQuickbooksQuicken  You cannot post new topics in this forum You cannot reply to topics in this forum You cannot edit your posts in this forum You cannot delete your posts in this forum You cannot vote in polls in this forum 68 Attacks blocked Powered by phpBB © 2001, 2005 phpBB Group