I hope this helps, and I will be eager to work with you further, if necessary. You would do this by selecting an account then navigating to Transactions view in the investment and then New Transaction and Sell in the Types list. In this case, one option would be to simply enter a sell transaction as an adjustment that would then bring the balance to its proper amount. Unfortunately, Quicken for Mac does not have an equivalent feature to the 'Compare account portfolio after download' provided in Quicken Windows. I am sorry for any confusion you may have experienced. you for reaching out to the Quicken Community for further discussion about this, and for your patience in seeking further information about the subject. If the Mac version had the same option as the Windows version, I could prevent it from checking that the security is missing and thus prevent the placeholder from being added. Quicken sees this missing 1 share and tries to add it back. Choose the File > File Import > Import security prices from CSV file. It comes in as 1 share with a variable value as the underlying securities change value. The price for this security appears to be downloading correctly. The tool takes care of users bank accounts, credit cards and even retirement accounts. It is a free and easy-to-use platform that connects every US financial institution. The direct 401k transactions work correctly, but the brokerage window 'bundle' is where the issue is. Mint is a simple budget tracker and planner tool that lets users bring all their accounts, bills, and financial data in a single place to conveniently manage their finances. Our provider (Alight) manages the 401k and the brokerage window on separate sites. I entered the securities manually to account for what is contained in the bundle.
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