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 ?.
Downloaded wrong amount
Jan 06, 2010
4 Replies
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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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
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.
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