How to get investment account to show only in Securities Value instead of Cash Balance
I automatically download my transactions from my Raymond James Roth IRA and IRA accounts using the One Step Update. Several months ago, for some reason it began putting a smaller dollar amount under Cash Balance in all of these accounts. How do I zero out the Cash Balance and show the balance in only Securities Value? A Roth 401K I have through my employer does not include a Cash Balance. These transactions are added by downloading a Quicken file from the investment manager's website.