Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Mac
Investing (Mac)
Vanguard IRA shows a (non-existent) cash balance - how to delete
ATW
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!
Find more posts tagged with
Accepted answers
Quicken_Tyka
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
All comments
Quicken_Tyka
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
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
