Quicken is Double Counting Brokerage Account Funds

jm7128
jm7128 Quicken Windows Subscription Member ✭✭
edited September 2024 in Investing (Mac)

I use Quicken for Mac, and in my Brokerage account, it's showing all my investments (as downloaded from my brokerage firm), but is also showing an amount equal to their value as cash, resulting in it showing a balance double the actual value. I haven't been able to adjust or reconcile this, and it's become a real irritant! Any help would be appreciated!

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Comments

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Are you using Simple investing mode?

    What Financial institution?

    What account type is this?

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