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Quicken Classic for Windows
Investing (Windows)
my investment accounts are not showing the proper balances after downloading transactions which
Doug Anderson
which included a rollover from another brokerage account
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Accepted answers
Sherlock
I suggest you reconcile the transactions in the accounts in Quicken with the account statements obtained from the financial institution and resolve any discrepancies.
Jim_Harman
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.
All comments
Doug Anderson
my investment accounts are not showing the proper balances after downloading transactions which included a rollover from another brokerage account
Sherlock
I suggest you reconcile the transactions in the accounts in Quicken with the account statements obtained from the financial institution and resolve any discrepancies.
Jim_Harman
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.
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