cash balance in investment account
Nancy Gardner
Quicken Windows Subscription Member ✭✭
When I downloaded my TD Ameritrade account for the first time, it created a cash balance. All the holdings are correct and have the correct current balance, but there is no cash balance in my account, and I can't figure out how to get rid of it. The downloaded info goes back to 2017, even though I've had my account longer than that.
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If you haven't already, you may want to review: https://community.quicken.com/discussion/7267839/quicken-faq-managing-placeholder-entries-in-quicken-for-windows0