Cash Credit Miscalssified

Levinoah

Recently, for a period of several weeks, quicken misclassified a cash credit in my brokerage account as a security with the abbreviation CASH:NASDAQ. It thought the ~$7,000 was 7,000 shares of this security, worth hundreds of thousands of dollars. This has screwed up my net worth and investment performance graphs by inserting a major spike and precipitous drop that never happened. For whatever reason, my brokerage shares only portfolio data with quicken, not transaction data, so I can't just go in and edit the transactions. Any ideas about how to fix the data?

Levinoah

Thanks for the tip—looks like the brokerage doesn't support detailed tracking, though.