How do I update my share balance for a UIT using Quicken 2019 on a MAC?
babybuckeyez
Quicken Mac Subscription Member
I imported my investment account from Wells Fargo Advisors which has UITs in it. Quicken is showing a share balance that is off 2 places to the left. How do I manually update the share balance in Quicken to match Wells Fargo Advisors? btw this is my first time using Quicken so I would need step-by-step instructions. Thank you.
0
Best Answer
-
I would find the transaction that caused the mismatch to start with. How many shares exactly are missing? Is it a material amount?Quicken user since 1994.
Quicken Forum/Community Contributor since 2005.5
Answers
-
I would find the transaction that caused the mismatch to start with. How many shares exactly are missing? Is it a material amount?Quicken user since 1994.
Quicken Forum/Community Contributor since 2005.5
This discussion has been closed.