Quicken 2017: Roth IRA SELL security transaction does not change cash balance

John Spencer · February 2020

Quicken 2017: Roth IRA account. SELL security transaction does not register a change in the account cash balance. Therefore no cash available to purchase another security. What is best way to sell/buy in same account??

Tom Young · February 2020

That almost certainly suggests you have unresolved placeholders in the Account, so check that first. Do Edit > Preferences > Investment transactions and tick "show hidden transactions."

Tom Young · February 2020

That almost certainly suggests you have unresolved placeholders in the Account, so check that first. Do Edit > Preferences > Investment transactions and tick "show hidden transactions."

Quicken 2017: Roth IRA SELL security transaction does not change cash balance

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