When I add the electronic, automatic download of my 4019k) account at Principal Financial, it shows the wrong balance. It has doubled my holdings! (wish this were true) It shows a cash balance that is almost the same as my investments. I can not find a way to edit this cash balance in my Quicken account.

We may have a fix happening on the Principal side - as Anja mentioned. This morning's connection I had a negative adjustment show in transactions to correct my balance. I deleted the positive and negative adjustments manually from the transaction screen (holding the option button) and reconnected again and the balance came through correct. Hopefully this holds and is the fix we needed.

Principal Financial 401(k) shows wrong balance

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Quicken Anja Moderator mod

February 7

https://community.quicken.com/discussion/comment/20536570#Comment_20536570

@mrwnzrk Thanks for the update! Glad to hear everything looks right.

-Quicken Anja
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Principal Financial 401(k) shows wrong balance

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