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; } } }

Community Homepage
Discussions
Categories
Support
- Quicken Classic
- Quicken Simplifi
Getting Started
Announcements & Alerts
- Announcements
- Alerts, Online Banking & Known Product Issues
Product Ideas
Beta

Adjust balance of Equity in SEP IRA

unknown

I use Quicken and need to reconcile the balance of my SEP IRA. It is off by half. I have turned off Online Services and wish to Adjust Share balance. Everytime I do, it still creates a placeholder and a cash balance. (there isn't a cash balance). I simply want to get the balance to match Vanguard and I will add transactions manually in the future. Any suggestions?

Find more posts tagged with

Comments

Jim_Harman

You can then use Add or Remove Shares transactions to get the balances correct. It is best, however, to enter the correct transactions so that performance and capital gains tracking will be correct.

As always make sure you have a backup of your data file in case something goes wrong.

Quick Links

All Categories
Recent Posts
Activity
Unanswered
Best Of