Why do I still have to verify my cash balance?
After Done on One Step Update to match entered and downloaded transactions,
I get this verification message and an Entry in the register with no Security.
The indicated balance is always the correct balance.
It only happens with one investment account of several.
There are no placeholders.
How do I stop it?
I would like to raise this again for further discussion and insight.
I resolved all the connection issues and all accounts are under one Express Web Connect+ channel.
The money market fund is treated the same in all accounts.
The Quicken file is validated.
Comments
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Hello @fanfare,
Thank you for reaching out! The most likely reason you're getting that pop-up is that the cash balance is different from what Quicken expects. Do you have sweep funds or core funds reflecting as cash in Quicken?
I look forward to your reply!
Quicken Kristina
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Why would Quicken have an expectation and how do I find out what it is ?
Quicken is not currently treating any of the securities I hold as my cash balance.
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