Vanguard IRA shows a (non-existent) cash balance - how to delete

AT Wells · September 2020

A Vanguard IRA shows a (non-existent) cash balance, but I cannot figure out how to delete (or zero) it (out). Using Quicken Home & Business 2020, Version 5.17.6. TIA!

Quicken_Tyka · September 2020

Hello @AT Wells

Thank you for taking the time to visit the Community to post your question, although I apologize that you have been unable to locate how to remove the balance in this account.

If you would like to make an adjustment to the balance I would create a "Payment/Deposit" type transaction in the account. This will allow you to create a transaction and enter an amount to zero out the balance.

https://youtu.be/k8l9unau9SM

The video above contains steps for creating this type of transaction.

I hope this helps!

-Quicken Tyka

Quicken_Tyka · September 2020

Hello @AT Wells

Thank you for taking the time to visit the Community to post your question, although I apologize that you have been unable to locate how to remove the balance in this account.

If you would like to make an adjustment to the balance I would create a "Payment/Deposit" type transaction in the account. This will allow you to create a transaction and enter an amount to zero out the balance.

https://youtu.be/k8l9unau9SM

The video above contains steps for creating this type of transaction.

I hope this helps!

-Quicken Tyka

Vanguard IRA shows a (non-existent) cash balance - how to delete

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