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Quicken Classic for Mac
Investing (Mac)
Brokerage accounts don't match
wildflowers
My quicken 2020 brokerage account shows +$40K vs what the bank shows. How to fix or reconcile this difference?
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Accepted answers
John_in_NC
You first have to figure out what is wrong as there is no magical adjustment you can make to fix things.
I suggest switching to the Portfolio view and examining the holdings and cash balance. Start with cash and see if it matches. Then look at share balances, etc.
What is off should become evident rather quickly.
All comments
John_in_NC
You first have to figure out what is wrong as there is no magical adjustment you can make to fix things.
I suggest switching to the Portfolio view and examining the holdings and cash balance. Start with cash and see if it matches. Then look at share balances, etc.
What is off should become evident rather quickly.
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