why do I have to verify balance

fanfare
fanfare Quicken Windows Subscription Member, Windows Beta Beta
edited 6:41AM in Download, Add/Update Accounts (Windows)

After One Step Update, Accept All to match entered and downloaded transactions,
I get this verification message and an Entry in the register with no Security.

It only happens with one investment account of several.
There are no placeholders.
How do I stop it?

Screenshot 2026-03-03 Rollover Balance Check Msg.png
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Answers

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    Hi @fanfare,

    Thank you for sharing what you’re experiencing. I’d be happy to help troubleshoot the issue.

    To better understand what may be causing this behavior, could you please provide a bit more information?

    • How long have you been experiencing this issue?
    • How is your cash balance displayed on the financial institution’s website? Is it listed as a security or as a money market fund?
    • In Quicken, how are you tracking the cash in this account, as a security or simply as cash within the account?
    • Have you already tried deactivating and then reactivating the account in Quicken?

    I look forward to your response!

    Quicken Laura

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