I sell some mutual funds. It says the sale is added to my cash balance? Where the heck is that?

Barbara O'Keeffe
Barbara O'Keeffe Member ✭✭✭
edited October 2018 in Investing (Mac)
Using Mac Version 2018 (5.4.4) Sell Mutual Funds, it says the sell is added to my cash balance.  So where is that?  I don't see it anywhere, so what has Quicken done with it.  I don't see anyway to have it automatically added to the checking account that it is going to.   Could easily do that in the 2007 version I had before.   Once again it seems like all of the good was done away with and only confusion and frustration is left.

Comments

  • Barbara O'Keeffe
    Barbara O'Keeffe Member ✭✭✭
    edited February 2018
    I have the balance column with no balances in it.  Mind you, this account was showing additions, etc., with running balance in Quicken 2007 without any problem.   Now there is no balance, even though the column is there.  It does show the re-invest of dividends, etc., buys and sells, but no balance.  Also while the #of shares and cost/share are shown in the description, the amount of reinvests shows as zero in the amount column.    All in all, I'm really, really, really disappointed in how it is managing investments.   I realize that the program was written to automatically download, but some of my investments don't allow that; and in truth I don't want automatically downloads - I want to put them in manually.
  • Barbara O'Keeffe
    Barbara O'Keeffe Member ✭✭✭
    edited January 2018
    Barbara O'Keeffe said:

    I have the balance column with no balances in it.  Mind you, this account was showing additions, etc., with running balance in Quicken 2007 without any problem.   Now there is no balance, even though the column is there.  It does show the re-invest of dividends, etc., buys and sells, but no balance.  Also while the #of shares and cost/share are shown in the description, the amount of reinvests shows as zero in the amount column.    All in all, I'm really, really, really disappointed in how it is managing investments.   I realize that the program was written to automatically download, but some of my investments don't allow that; and in truth I don't want automatically downloads - I want to put them in manually.

    I did everything that the link and the video said to do and still NOTHING in the Balance Column.  The balance column is blank in all of the investment accounts (each one is separate).  I'm not trying to be difficult, just don't understand why there is a default column that has NOTHING in it.
This discussion has been closed.

Categories