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I thought I would just clarify what "Reconcile Shares..." does in Quicken Windows.jacobs said:I agree that being able to reconcile share balances could be useful.
I'm not sure what this would look like, though. Would there be a second column for reconciling shares? Would we reconcile an account twice, once for dollars and once for shares? Would it be a choice of cash or shares to reconcile?
I would like the ability to reconcile investments, not just cash, in my investment accounts.
I've always been confused as to why your investments (stocks, mutual funds, etc.) are not reconciled. It makes it very difficult to verify that all of the transactions are correct. You have to manually check all of this. If you find an issue, it's a very manual process to find the error.
Hello @schmatt,
Thank you for reaching out to the Community with your request.
I went ahead and merged your Idea to this active Idea thread regarding this topic.
Ideas are reviewed by our Development and Product teams to see what features people would like to have available in the future. Please, be sure to add your own vote as well by clicking the up arrow.
Thank you.
Quicken Kristina