How do I update my share balance for a UIT using Quicken 2019 on a MAC?
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babybuckeyez
Member ✭
I imported my investment account from Wells Fargo Advisors which has UITs in it. Quicken is showing a share balance that is off 2 places to the left. How do I manually update the share balance in Quicken to match Wells Fargo Advisors? btw this is my first time using Quicken so I would need step-by-step instructions. Thank you.
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Best Answer
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I would find the transaction that caused the mismatch to start with. How many shares exactly are missing? Is it a material amount?Quicken user since 1994.
Quicken Forum/Community Contributor since 2005.5
Answers
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I would find the transaction that caused the mismatch to start with. How many shares exactly are missing? Is it a material amount?Quicken user since 1994.
Quicken Forum/Community Contributor since 2005.5
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