How to correct opening balance/positions for an investment accounts
lnp933
Quicken Windows Subscription Member
I have two investment accounts that I oringinally set up by connecting to and downloading transactions form the company that manages my employer's 403(b) and 401K accounts. I did not notice at that time that the opening balance (and I suspect positions) were double their actual value.
I know that the Opening Balance can be manually adjusted on other types of accounts (i.e. checking and savings) but I have not been able to figure out how to do that for the investment accounts.
I am running Quicken Classic Deluxe for Windows Verson R52.33, Build 27.1.52.33.
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