I recorded a sale in my IRA but the cash balance does not change

Quicken Windows Subscription Member ✭✭
edited May 2022 in Registers & Transactions (Windows)
I recorded a sale in my IRA but the cash balance does not change

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Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    This will happen if there is a Placeholder for the affected security with a future date.

    You must delete the Placeholder before you can enter transactions that affect the cash balance.
    QWin Premier subscription
  • Quicken Windows Subscription Member ✭✭
    Thank you but there are no placeholder entries in the account
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Placeholder transactions are normally hidden.  You can make them visible by doing EDIT, Preferences, Investment Transactions, and checking "Show Hidden Transactions."

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Quicken Windows Subscription Member ✭✭
    That worked, thank you
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited April 2022
    You should note that if the reason for the Placeholder still exists, Q will re-create it/them the next time that you download.  Merely deleting them isn't sufficient.  You need to correct the error that caused them.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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