How do I use One Step update to download my brokerage account cash correctly?

Alansails
Alansails Quicken Windows 2016 Member ✭✭
edited February 2023 in Download, Add/Update Accounts (Windows)
When I use One Step Update, it doesn't update the cash in my brokerage account correctly.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    What BUILD of Q are you running?  Do HELP, About Quicken for this info.
    What Brokerage, as they're known in Q?  Do TOOLS, Account List and look in the "Financial Institution" column for this info.  If your FI isn't shown, click on the OPTIONS button to select it for display.
    On that same page, what "Transaction Download" method are you using?
    Is your FI showing cash as a Money Market Fund?  In what way is the cash incorrect?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Alansails
    Alansails Quicken Windows 2016 Member ✭✭
    Version R46.12; Build 27.1.46.12; TD Ameritrade; One Step Update; Cash is listed as the last item after all my stock holdings; The dollar amount is several thousand dollars lower than what is shown in my TD Ameritrade account.
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