How can I reconcile a CMA-linked investment account?
Manos
Member ✭✭
How can I reclassify an investment account from CMA-linked to a normal investment account?
Earlier I could reconcile these accounts. The status changed at some point without me taking any notice
Earlier I could reconcile these accounts. The status changed at some point without me taking any notice
0
Best Answer
-
Save a backup (press Ctrl + B), open the investment account, press Ctrl + Shift + E, choose No for Show cash in a checking account, and select OK.
5
Answers
-
Save a backup (press Ctrl + B), open the investment account, press Ctrl + Shift + E, choose No for Show cash in a checking account, and select OK.
5 -
Dear Sherlock,
Thank you for your valuable advice. It worked fine and all is good!
Thank you
Manos0
This discussion has been closed.
Categories
- All Categories
- 59 Product Ideas
- 36 Announcements
- 220 Alerts, Online Banking & Known Product Issues
- 21 Product Alerts
- 704 Welcome to the Community!
- 672 Before you Buy
- 1.2K Product Ideas
- 53.9K Quicken Classic for Windows
- 16.4K Quicken Classic for Mac
- 1K Quicken Mobile
- 812 Quicken on the Web
- 115 Quicken LifeHub
