CMA-linked retirement account

Jul 08, 2011 0 Replies

When I converted from Money a while ago, it setup my retirement accounts as a linked account to another cash account. The problem is that I can't easily reconcile transactions - since I download my transactions, they are marked "cleared" but the usual way is to reconcile and it won't allow me to do that. If I reconcile the cash account, it won't reconcile the corresponding transactions in the retirement account which I do understand. But am I stuck manually having to reconcile transactions? I can't seem to unlink the retirement account. Any ideas?



I'm running Quicken 2011 Premium (Windows 7 Ultimate 64 bit) R8



Thanks, John



Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required