Any way for Quicken to alert about, or report on, cash variances in investment accounts?

kronquick

It seems strange that Quicken doesn't alert to this situation - when the cash balance in Quicken varies from the cash balance from the investment company. Any way to generate a report with all (or selected) investment accounts showing variance? As it is, you have to go in to one account at a time, and click on the Cash Balance in the register or the holdings...

Quicken Sarah

Hello @kronstadt

Thank you for taking the time to share your question with the Community, although I apologize that you have not yet received a response.

Alerts are available in Quicken, for more information and steps to set up, please visit https://www.quicken.com/support/how-do-i-set-financial-alerts or go to the Tools menu in Quicken and select "Alerts Center" and the setup tab.



We hope this information is helpful, but please let us know if there are any further questions or concerns.

Thank you,

Sarah

Quicken Sarah

Hello @kronstadt

Thank you for taking the time to share your question with the Community, although I apologize that you have not yet received a response.

Alerts are available in Quicken, for more information and steps to set up, please visit https://www.quicken.com/support/how-do-i-set-financial-alerts or go to the Tools menu in Quicken and select "Alerts Center" and the setup tab.



We hope this information is helpful, but please let us know if there are any further questions or concerns.

Thank you,

Sarah