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Quicken Classic for Mac
Investing (Mac)
Investment Cash Balance
Herb A
My Schwab Investments Cash Balance does not match my Quicken Investment Cash Balance. My attempt to enter a manual payment/deposit adjustment transaction to that investment account in Quicken (Mac) is ignored. It used to work, but now it doesn't. What am I doing wrong?
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Herb A
Answer: Patience. The next day, the Cash Balance correctly reflected my manual deposit adjusting transaction. All is well.
jp81__
I'm having the same problem but cannot make any adjustments to the cash account.
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