Alight Solutions Issue

B-Lo
B-Lo Quicken Mac Subscription Member
edited October 2024 in Investing (Mac)

I just created an Alight 401K account. Quicken downloaded all my holdings. It's showing a table of all the holdings and at the bottom of the table, it's showing a negative CASH balance which I believe is the closing balance (total holding values) minus GAIN. The market value is showing the GAIN instead of the total holding values.

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @B-Lo,

    To troubleshoot this issue, since you just created the account in Quicken, the first thing I recommend is checking to see if a placeholder transaction is causing the incorrect information you're seeing. For more information on placeholder transactions, please review this help article.

    I hope this helps!

    Quicken Kristina

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