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If the below does not resolve your issue, additional help is available on the Web at Quicken Support.


This is the correct display for either a BoughtX or a placeholder entry.
  • In a BoughtX transaction, you transfer cash from another account and use it to purchase securities that are held in the current account. This type of transaction does not impact the cash balance of the current account.
  • Placeholder entries don't affect your cash balance because they only record your position (number of shares owned) for a specific security.
  • In addition, the overall cash balance of an investment account (Cash Bal column) will not change as you resolve placeholder entries.

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