Goldman Sachs accounts not synching with Quicken

Options
Frustrated1997
Frustrated1997 Member ✭
edited July 2023 in Errors and Troubleshooting (Windows)

I have a Goldman Sachs account and have been informed that Quicken software does not have support for a number of features:

  1. Quicken does not support exchange funds. 
  2. Quicken calculates the available cash from an account rather than sourcing it from Goldman. The reported cash is an aggregated view of transactions in the account. This results in double counting the cash balance in Quicken.
  3. Quicken doesn't support advisory accounts and this results in an inaccurate view of the total holdings with Goldman Sachs.

Will these issues ever be fixed?

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Options

    It's up to Goldman, NOT Q, to decide what features to support. BUG Goldman, because there's nothing in Q to be fixed.

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

This discussion has been closed.

Categories