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Subject Author Date
How can I display a cash balance column in a brokerage account? BW 09-13-2008
Posted by BW on September 13, 2008, 12:46 pm
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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?



Posted by John Pollard on September 13, 2008, 1:27 pm
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BW wrote:
> 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?

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).

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by BW on September 14, 2008, 3:31 pm
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> BW wrote:
>> 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?
>
> 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).
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
Thanks! It worked like a champ.



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