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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Error in the Investment Accts Summary page
plcoira
My Qkn Premier 2019 (27.1.20.15) does not total the cash balance in brokerage accts. into the "market value "of the accts. If I sell a stock, I have to sweep the cash into a money market fund or the market value of the acct. will be reduced by the amount of cash created, and the performance of the acct is effected. This has caused me a lot of confusion. Is there a solution?
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Accepted answers
Sherlock
In my experience, the cash held in a brokerage account is generally included the
market value
of the account. If you're viewing the
market value
in a
Portfolio
view or in a report, perhaps you have inadvertently excluded the special
No Security (includes cash)
security.
All comments
Sherlock
In my experience, the cash held in a brokerage account is generally included the
market value
of the account. If you're viewing the
market value
in a
Portfolio
view or in a report, perhaps you have inadvertently excluded the special
No Security (includes cash)
security.
plcoira
Found "No Security" under Customize, checked it, Problem solved.
Thank You, Sherlock!
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