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

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 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?
    (QW Premier Subscription: R37.66 on Windows 10)