Only one account says "Your Quicken account and Brokerage Holdings are in agreement."

Question

We have seven synced investment accounts. One gives above message after each daily sync. The other six do not. What attributes must match? How can I tell what does not match so I can fix them? There should be a report or a tab like "Placeholder Entries" that can help us fix the attributes at fault.

Quicken Kristina · Answer

Hello @800FRobHall,

Thank you for reaching out! To clarify, are there discrepancies with the other 6 accounts, or are you just not seeing that message? Are all 7 of the accounts set to automatically reconcile to the online balance after updating?

I look forward to your reply!