my investment accounts are not showing the proper balances after downloading transactions which

Doug Anderson Member ✭✭

June 2019 in Investing (Windows)

which included a rollover from another brokerage account

0

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Best Answers

• 

  Sherlock Quicken Windows Subscription Member ✭✭✭✭

  June 2019 edited June 2019 Answer ✓

  I suggest you reconcile the transactions in the accounts in Quicken with the account statements obtained from the financial institution and resolve any discrepancies.

  5
• 

  Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

  June 2019 Answer ✓

  Also go to Edit > Preferences > Investing transactions and make sure Show hidden transactions is checked and resolve any placeholders that may be affecting your balances. 

  QWin Premier subscription

  5

Answers

• 

  Doug Anderson Member ✭✭

  June 2019

  my investment accounts are not showing the proper balances after downloading transactions which included a rollover from another brokerage account

  0
• 

  Sherlock Quicken Windows Subscription Member ✭✭✭✭

  June 2019 edited June 2019 Answer ✓

  I suggest you reconcile the transactions in the accounts in Quicken with the account statements obtained from the financial institution and resolve any discrepancies.

  5
• 

  Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

  June 2019 Answer ✓

  Also go to Edit > Preferences > Investing transactions and make sure Show hidden transactions is checked and resolve any placeholders that may be affecting your balances. 

  QWin Premier subscription

  5

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