In one of my investment account, the cash balance in the account is showing a negative amount.

ellgee533
ellgee533 Quicken Windows Subscription Member ✭✭
edited May 2024 in Investing (Windows)

Is there a way to adjust this negative amount to the positive cash balance in the account without effecting any other account. I don't want to transfer to another account.

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    You can click on the gear at the top right of the account and select Adjust cash balance.

    But it would be a good idea to figure out why the account has a negative balance. Is it for example a 401(k) account where shares are being purchased but you are not transferring money in from your paycheck to supply the cash?

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    You can click on the gear at the top right of the account and select Adjust cash balance.

    But it would be a good idea to figure out why the account has a negative balance. Is it for example a 401(k) account where shares are being purchased but you are not transferring money in from your paycheck to supply the cash?

    QWin Premier subscription
  • ellgee533
    ellgee533 Quicken Windows Subscription Member ✭✭

    Thank you for the advice, it worked, all my accounts are now reconciled.

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