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Verify Cash Value Bug

tkstaple

I've recently been receiving a "verify cash value" dialogue box after I download transaction in my Fidelity traditional IRA account. It only happens in 1 of several traditional IRA accounts that we have there. I've asked AI about it and it tells me it's a known issue but I didn't see any conversations about it in search. It says Quicken is working on a fix but no estimated time to resolve. Is anyone else having this issue. It records placeholders no matter what I do in the dialogue box that I have to come back and delete. I'm also experiencing really slow processing time in Quicken but that is a separate issue that Quicken also apparently knows about. Appreciate if anyone can share their experiences and if any word on resolution. Thank you…

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Comments

NotACPA

What's the exact wording of the message that you're receiving? Can you show us a graphic of it? Because, I've not heard of that message previously.

Also, tell us more about the account in Q? You say it's an IRA, but are you using Complete, or Simple, tracking?

And, the customary suggestion re; placeholders is to resolve them (figure out why and fix the issue) rather than accepting them.

Sceptic

@tkstaple please see the attached thread it might help or at least give you some insight into the issue -

https://community.quicken.com/discussion/7971967/why-do-i-have-to-verify-the-cash-balance-edited

The moderators suggested that the OP contact Quicken Support, but the thread was closed without the OP providing any resolution feedback. For the record, there is a screen shot of the "Verify the Cash Balance" pop-up message in the thread.

tkstaple

Thanks. It's complete tracking and there are no issues to fix. I don't have a copy of the dialogue box. I'll have to wait for the next download in order to take a print screen of the box. This account does not hold cash so it's always zero and it is setup that way in Quicken. Cash is held in money market with a symbol. This just started within the last week or so. It doesn't happen in any other IRA account.