Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
401K with Cash Accounts not linking
I have 20 different Retirement accounts some use a Linked Account for the cash portion. When entering transactions in the Investment Account such as a sale or buy, the corresponding transaction is not appearing, nor does the software allow me to even select the transfer account. It appears in the transaction window as greyed out and when you click OK it simply ignores the linked account. So your Investment account will show a different balance than your linked account. Fixing this is tedious as you often have to delete the transaction and create a new one.
This discussion has been closed.