Prudential 401k: share balance doubled
MLG_Vegas
Quicken Windows Subscription Member ✭✭✭
After a year of not being able to get my Prudential 401k transactions to download, I am now having a challenge with the number of shares exactly doubling, resulting in the account balance doubling.
Upon download of 401k transactions I am advised of that the number of shares reported by Prudential do not match those in Quicken (Prudential shows the correct value, Prudential shows the doubled value). If I click More Info on that error message, Quicken will prompt me to correct share balance through Placeholder transactions or Ignore the imbalance.
Is anyone having similar issues
Upon download of 401k transactions I am advised of that the number of shares reported by Prudential do not match those in Quicken (Prudential shows the correct value, Prudential shows the doubled value). If I click More Info on that error message, Quicken will prompt me to correct share balance through Placeholder transactions or Ignore the imbalance.
Is anyone having similar issues
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Answers
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Hello @Matthew Guglielmetti
Thank you for taking the time to visit the Community and post your issue, although I apologize that you have not yet received a response.
If you haven't already, please take a moment to review the information available here regarding placeholder entries and see if there is a placeholder in the account that could be causing the error message.
If you do locate a placeholder, please take a moment to review the information available here.
Let me know how it goes!
Thank you,
-Quicken Tyka
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Sadly, even when clearing the Placeholders (using average cost method) the shares (and account balance) is doubled.0
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Hello @Matthew Guglielmetti
Thank you for the response, although I am sorry to hear that the trouble continues to persist.
At this time I would recommend contacting support directly for advanced troubleshooting steps.
https://www.quicken.com/support#contact-support
Quicken Care has the ability to initiate a screen share to view the issue and help locate the discrepancy to provide a solution.
Thank you,
-Quicken Tyka
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This discussion has been closed.