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Quicken Classic for Windows
Investing (Windows)
Problem converting existing investment account details to "Show cash in a checking account"
Steve Byrne
(Ref. Quicken 2017 H&B, Ver R6) I changed my existing investment account details to: "Show cash in a checking account." In the new "cash" account, the automatically entered old investment transactions are marked with "Uncleared" (Explanation: "Entered manually on xx/xx/xxxx. Not yet matched to a downloaded transaction"). I cannot clear or reconcile them. Quicken tells me to C/R them from the investment account. However, they are correctly marked at "Reconciled" in the investment account. How do I change their status to reconciled in the "cash" investment account?
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mshiggins
Use the account reconcile rather than individual transaction reconcile.
Steve Byrne
It worked correctly. Thank you for your help!
mshiggins
It worked correctly. Thank you for your help!
You are quite welcome.
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