Decide how to resolve placeholder entries

In order to get performance reporting and tax planning assistance, you should replace each placeholder entry with actual historical transactions.

•   For connected accounts
  When you add a connected account, Quicken downloads recent transactions from your financial institution. This usually represents only part of your entire transaction history. In order to account for the missing transactions, Quicken enters a placeholder entry to your account that makes up for the missing shares of each security. In a typical scenario, your placeholder entry list below the register has a placeholder entry entered on the date of your first download and multiple downloaded transactions entered with dates prior to your first download. It is rare that these transactions go all the way back to the date you opened the account.
•   For offline accounts
  When you add an account that is not connected to your Financial Institution, Quicken asks you how many shares you own of each security and then enters a placeholder entry to represent those holdings. Your transaction list thus has a single placeholder entry for each security, entered on the date of you added the account.

You can use the following methods to resolve a placeholder entry.

 Enter all historical transactions (Recommended) 
Don't resolve the Placeholder
Enter estimated average cost