Reconciling Brokerage Accounts
When you select reconcile on a brokerage account, it only pulls the cash balance in the brokerage account not Market Value. Is there a way to effectively reconcile market value? My balance is off by six figures and unless I go through my 50-100 equity holdings and compare to quicken balances I don't know of another way to reconcile? I see some feature in WIN that seems to be able to reconcile particular holding amounts is this not available in Mac? If I were to try and reconcile manually by changing the quicken holding how would I go about doing that. I don't see where I can change share amounts?
This discussion has been closed.