How to correct investment totals when government securities mature.

Silverstreak

I am using Mac OS Tahoe 26.6.2. and Quicken 26.6.2.

When gov't securities mature (ie. $10,000), Quicken adds $10,000 to my total investments. Same when Schwab combines two Roth's (my wife's) and mine, the total investments increase by that same amount. I understand that in both cases a transfer is involved but can't figure out how to attend to that in Quicken

NotACPA

A maturing security is recorded in Q as a SALE of that security for the face amount … which would add cash to your account.

Q doesn't have a "Matured Security" action, so SALE is the way to go.

NOTE, however, that your brokerage MAY (and probably does) download some other action. Just delete that and go with the SALE.