how can you reconcile an investment account quicken pc premier 2018

Unknown

I used to be able to reconcile Investment accounts, and adjust cash balance, but there is no longer that option, as least as far as I can find

Unknown

My experience is that investment accounts cash balance never match the brokerage because of clearing time, reserve for options, short sales, risky stocks that require reserve. I used to run a spreadsheet to reconcile the cash, but I just had to guess what the brokerage was reserving... stopped doing it, not worth the effort and aggravation
 

Tom Young

I certainly can reconcile cash in the Windows version of 2018 Quicken.  Click the gear wheel in the upper right hand corner of the register, click "reconcile."  If you're using a Mac version - it always helps to set that clear at the outset - then maybe something's different.

Unknown

I do not have the gear wheel in the upper right hand corner of an investment account

Sherlock

Gary said:

I do not have the gear wheel in the upper right hand corner of an investment account

The keyboard shortcut for selecting Actions (gear wheel) icon is Ctrl + Shift + N.

Tom Young

Gary said:

I do not have the gear wheel in the upper right hand corner of an investment account

Are you running Windows or Mac versions?  Mac may be different.

Unknown

Gary said:

I do not have the gear wheel in the upper right hand corner of an investment account

I am using windows Premier 2018

Jim_Harman

Gary said:

I do not have the gear wheel in the upper right hand corner of an investment account

Gary,

Are you using Pop-up registers? This is a checkbox under View. I think you need to un-check this to see the gear at the top right.

Unknown

Gary said:

I do not have the gear wheel in the upper right hand corner of an investment account

Thank you problem solved

mshiggins

Gary said:

I do not have the gear wheel in the upper right hand corner of an investment account

From C. D. Bales:


CTRL+r or the Quicken Toolbar Reconcile icon will bring up the appropriate reconcile dialog in any Quicken account ... even when popup registers are being used.

[CTRL+r requires the desired account to be open - the Toolbar Reconcile icon will ask, if no account is open.]