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Securities mismatch report is wrong

Mlg82y
Mlg82y Windows Beta Beta
Quicken is using a February date as a basis for comparing shares in Quicken to my brokerage account. As a result I get a large and incorrect report each time I update my accounts. Any suggestions ?

Best Answer

  • Mlg82y
    Mlg82y Windows Beta Beta
    Accepted Answer
    Thanks Jim. The accounts are regularly updated every day or so that wasn't the problem. I wound up resetting the accounts and the mismatch reports have stopped.

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited March 2020
    When was the last time you downloaded transactions from the brokerage account?

    When you are looking at the account's transaction list it will be in gray right under the account name.
    QWin Premier subscription
  • Mlg82y
    Mlg82y Windows Beta Beta
    Accepted Answer
    Thanks Jim. The accounts are regularly updated every day or so that wasn't the problem. I wound up resetting the accounts and the mismatch reports have stopped.
This discussion has been closed.