Vanguard IRA shows a (non-existent) cash balance - how to delete
AT Wells
Quicken Mac Subscription Member ✭✭
A Vanguard IRA shows a (non-existent) cash balance, but I cannot figure out how to delete (or zero) it (out). Using Quicken Home & Business 2020, Version 5.17.6. TIA!
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Best Answer
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Hello @AT Wells
Thank you for taking the time to visit the Community to post your question, although I apologize that you have been unable to locate how to remove the balance in this account.
If you would like to make an adjustment to the balance I would create a "Payment/Deposit" type transaction in the account. This will allow you to create a transaction and enter an amount to zero out the balance.
https://youtu.be/k8l9unau9SM
The video above contains steps for creating this type of transaction.
I hope this helps!
-Quicken Tyka~~~***~~~5
Answers
-
Hello @AT Wells
Thank you for taking the time to visit the Community to post your question, although I apologize that you have been unable to locate how to remove the balance in this account.
If you would like to make an adjustment to the balance I would create a "Payment/Deposit" type transaction in the account. This will allow you to create a transaction and enter an amount to zero out the balance.https://youtu.be/k8l9unau9SM
The video above contains steps for creating this type of transaction.
I hope this helps!
-Quicken Tyka~~~***~~~5
This discussion has been closed.