my investment accounts are not showing the proper balances after downloading transactions which

Doug Anderson
Member ✭✭
which included a rollover from another brokerage account
0
Best Answers
-
I suggest you reconcile the transactions in the accounts in Quicken with the account statements obtained from the financial institution and resolve any discrepancies.5
-
Also go to Edit > Preferences > Investing transactions and make sure Show hidden transactions is checked and resolve any placeholders that may be affecting your balances.QWin Premier subscription5
Answers
-
my investment accounts are not showing the proper balances after downloading transactions which included a rollover from another brokerage account0
-
I suggest you reconcile the transactions in the accounts in Quicken with the account statements obtained from the financial institution and resolve any discrepancies.5
-
Also go to Edit > Preferences > Investing transactions and make sure Show hidden transactions is checked and resolve any placeholders that may be affecting your balances.QWin Premier subscription5
This discussion has been closed.
Categories
- All Categories
- 22 Product Ideas
- 28 Announcements
- 201 Alerts, Online Banking & Known Product Issues
- 19 Product Alerts
- 743 Welcome to the Community!
- 617 Before you Buy
- 1.2K Product Ideas
- 50.6K Quicken Classic for Windows
- 15.6K Quicken Classic for Mac
- 992 Quicken Mobile
- 784 Quicken on the Web
- 76 Quicken LifeHub