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Quicken Classic for Windows
Investing (Windows)
NA In Stock Sale -Cash Balance Wrong
Frank DeMello
Hello - I cannot figure out how to get the cash into my brokerage account for the sale I'm showing. It shows a NA in the Cash value of the transaction although the cash proceeds from the sale are checked to go into this account. There are no placeholder entries. My cash is off by this sale.
Any ideas?
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Accepted answers
Jim_Harman
Sure looks to me like you have one or more Placeheolders for this security.
Are you sure the Placeholders are not hidden? Go to Edit > Preferences > Investment Transactions and make sure Show hidden transactions is checked.
Frank DeMello
That was it Jim. I deleted the placeholder. Thank you
Jim_Harman
If the placeholder is for zero shares you can delete it. If not, you should find out why Quicken's share balance did not match the balance downloaded from your FI and correct that.
All comments
Jim_Harman
Sure looks to me like you have one or more Placeheolders for this security.
Are you sure the Placeholders are not hidden? Go to Edit > Preferences > Investment Transactions and make sure Show hidden transactions is checked.
Frank DeMello
Thanks Jim - will check that
Frank DeMello
That was it Jim. I deleted the placeholder. Thank you
Jim_Harman
If the placeholder is for zero shares you can delete it. If not, you should find out why Quicken's share balance did not match the balance downloaded from your FI and correct that.
Frank DeMello
Thank you Jim
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