nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

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

Find more posts tagged with

Comments

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

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

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

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

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

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

Thank you problem solved

mshiggins

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.]