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How do I correct cash balance in an imported IRA from Mac quicken 2007

I have imported my Mac Quicken 2007 file into the current version (5.13.3) of Macc Quicken . Most of my investment accounts show the the same cash balance along with the funds the current shares and price that I see in the Q2007 file. One of the accounts shows a negative cash balance that is half the value of the IRA!

How do I correct that so it agrees with the cash balance in the Quicken 2007 file.
Quicken user since 1997 when Dollars and $ense died.

Best Answer

  • Paul KleebergPaul Kleeberg Member ✭✭
    Accepted Answer
    I discovered the issue. One of my original transfers from a 401K into the IRA when the IRA was opened was listed as a withdrawal and not a deposit. Now the cash balance agrees perfectly!
    Quicken user since 1997 when Dollars and $ense died.

Answers

  • Paul KleebergPaul Kleeberg Member ✭✭
    Accepted Answer
    I discovered the issue. One of my original transfers from a 401K into the IRA when the IRA was opened was listed as a withdrawal and not a deposit. Now the cash balance agrees perfectly!
    Quicken user since 1997 when Dollars and $ense died.
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