Quicken is doubling the total balance of my fidelity 401k. Is there a way to fix this?

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John N
John N Quicken Windows Subscription Member
edited February 2022 in Investing (Windows)
I have TIAA imported and it is fine. However, for fidelity is shows a correct cash balance within each individual account, but doubles this amount in the overall net worth summary.

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Are your securities purchases getting the cash for those purchases from the account cash balance?  If not, I suggest backing up your data file and then correcting them to show that cash is to be taken from the account's cash balance.
    Did this resolve the issue for you?

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

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