I recorded a sale in my IRA but the cash balance does not change

I recorded a sale in my IRA but the cash balance does not change

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    This will happen if there is a Placeholder for the affected security with a future date.

    You must delete the Placeholder before you can enter transactions that affect the cash balance.
    QWin Premier subscription
  • dkaufman1010
    dkaufman1010 Member ✭✭
    Thank you but there are no placeholder entries in the account
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Placeholder transactions are normally hidden.  You can make them visible by doing EDIT, Preferences, Investment Transactions, and checking "Show Hidden Transactions."
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • dkaufman1010
    dkaufman1010 Member ✭✭
    That worked, thank you
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited April 8
    You should note that if the reason for the Placeholder still exists, Q will re-create it/them the next time that you download.  Merely deleting them isn't sufficient.  You need to correct the error that caused them.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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