Reconciling Shares held by your brokerage account vs Quicken

jjrichards

Within the past three months I converted from Q Win to Q Mac. One of the features Quicken for Windows had was that when you downloaded transactions from your brokerage account into Quicken , and if the share balance was off ( comparing your brokerage account to Quicken) , they would show you the difference from Quicken for Mac to your brokerage account .

This was very useful on Q for Win since there were times the balances were off .