How to correct downloaded transactions from brokerage firm

road glide

The final step when accepting transactions is a panel that allows you to correct discrepancies between Quicken and the brokerage firm. I hit “done” by mistake.
Is there any way to pull up that panel again?

Jim_Harman

Click on the gear at the top right of the account's Transaction list and select Reconcile Shares.

Normally it is better to correct or add any missing transactions rather than letting Quicken create Placeholders.

Jim_Harman

Click on the gear at the top right of the account's Transaction list and select Reconcile Shares.

Normally it is better to correct or add any missing transactions rather than letting Quicken create Placeholders.

road glide

Boy, I sure couldn't find that in help. Thanks!!!!