Investment account "doubled"

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Groceryt
Groceryt Member
edited February 24 in Investing (Mac)

Hi All,

I have a few investment accounts and Quicken has the correct Securities Value, but is also mirroring that amount as Cash Balance, so my portfolio is "doubled" even though the cash position is not true.

Tx All

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Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    What brokerage company? What happens if you get rid of the bogus cash? Does Quicken re-add it next time you download transactions, or does that fix it?

    Quicken Mac Subscription • Quicken user since 1993
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