Remove "Uncleared" pencil icon from investment account transactions after downloading

Question

There are times that I have to manually enter investment transactions; for example, when shares are transferred from one account to another, Quicken will move individual lot transfer transactions, but the brokerage firm only shows on one transfer of all shares, so I cannot match these transactions, and I delete the brokerage downloaded transaction.  How do I remove the "uncleared" pencil from the Quicken generated transaction?

Sherlock · Accepted Answer

I suggest you mark the transactions as Cleared when you delete the relevant downloaded transactions.

Sherlock · Accepted Answer

It may not be any faster if you have a lot of transactions in the checking account but... We may set the investment account back to including the cash, perform a reconcile, and then set the investment account back to excluding the cash.

Sherlock · Accepted Answer

I haven't had any issues switching back and forth recently or in the past but this isn't something I perform regularly.  If you had problems, perhaps the issues you experienced were unrelated.

Sherlock · Accepted Answer

There are significant advantages to having the cash appear in a checking account when the account is used for spending.  One of the big ones is being able to manage the cash holding more easily.  For example, the Projected Balances view does not support investment accounts but will support the linked checking account.