Transaction vs Settlement date for Chase investment accounts (Q Mac)

DennisOakley Member ✭✭
Automatic and manual reconciliation has become a nightmare. Quicken is using the transaction date as the settlement date for investment account transactions. Since cash moves on settlement date, which is generally later that the transaction date, cash balances in Quicken are incorrect.


  • Hello @DennisOakley,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 

    We recommend that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and utilize functions such as screen share. 

    The Quicken Support phone number can be found through this link here. Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday.

    Thank you. 

    -Quicken Jasmine

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