How can I display a cash balance column in a brokerage account?

Sep 13, 2008 2 Replies
B

I have a brokerage account in Quicken Basic 2006 for Ameritrade. The transactions register for the account has no column for cash balance. In the past I established a linked checking account but do not wish to continue the dual entry accounting required. A family member running both Quicken



2005 and Quicken 2009 Deluxe says his brokerage accounts have a column for cash balance. How can I get that column displayed in my Quicken?

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J

Unlink the checking account from the investment account.

Click the "Edit Account Details" button on the Overview tab of the account then click "No" for "Show cash in a checking account".

Backup first in case you don't like the results (though I think Quicken will force you to backup before it will make the change).

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