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 Quicken Windows 2017 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 Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited June 2017
    Steve Byrne said:

    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

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