When i converted my Money Plus account to Quicken 2010 I have only 1 file that downloaded the wrong total amount. Does this happen alot ?.
- posted
14 years ago
Downloaded wrong amount
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- posted
14 years ago
What kind of account? Bank? Investment? Can you give us more details?
An investment account might not match the brokers website if there is missing cost information.
A bank account might not match because of pending or scheduled transactions.
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14 years ago
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- posted
14 years ago
I've had this happen several times with brokered CD's at my brokerage. I went online and found that the brokerage had the wrong value. I even got a statement that was off in the same way. I've called the bank, and they correct it each time. I've also tried manually fixing it in Quicken, waiting for a few days, and the brokerage corrected it then also.
-- Jim
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- posted
14 years ago
You should make sure that you hold the same number of CD shares in Quicken as you hold at your financial institution. Then the price/share that they download should value your Quicken holdings correctly.