Entering IRA from Stash and keeps showing negative cash balance

jdionne2002
jdionne2002 Member ✭
in Investing (Windows)
How do I fix that????

Answers

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2019
    What version of Quicken ?
    How are you accessing or downloading your account info from -
    https://www.stashinvest.com/
    Is this a new account -
    with the Quicken starting balance matching the Stash balance at that point in time ?
    Does Quicken download any transactions - are there any transactions to download ?

    QWin Deluxe Subscription - sticking with R47.15 - Win10

  • jdionne2002
    jdionne2002 Member ✭
    windows quicken deluxe 2019
    I do not believe i can download a statement from stash compatible
     with quicken!!
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Have you transferred any cash into the IRA account to be used to purchase the securities?
    Is this a new IRA account?  In the real world, where did cash come from?
    OR, is this an older account that you're just now setting up in Q?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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