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Problem converting existing investment account details to "Show cash in a checking account"

Steve Byrne
Steve Byrne Member
edited June 2017 in Investing (Windows)
(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? 

Comments

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited June 2017
    Use the account reconcile rather than individual transaction reconcile.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Steve Byrne
    Steve Byrne Member
    edited June 2017
    It worked correctly.  Thank you for your help!
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited June 2017

    It worked correctly.  Thank you for your help!

    You are quite welcome.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
This discussion has been closed.