PNC IRA Cash Balance Incorrect
ReneeD
Quicken Mac Subscription Member
I recently started downloading my PNC traditional IRA information. There is a cash balance amount in Quicken that doesn't exist. From what I can figure out it is all the transactions from before downloads were available that I entered in as transfers from my checking account to my ira—Years and Years Worth. Everything else is correct - value of stocks, mutual funds, etc. How do I get rid of that cash balance. It is making it look like I have nearly twice as much money invested than I have. Quicken does not allow me to manually reconcile or make any balance adjustments. Those options are shaded out. Any suggestions?
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