Re: Fidelity balance errors
Zaidy036 <[email protected]> Wed, 31 Jan 2024 21:04:03 -0500
| Newsgroups | alt.comp.software.financial.quicken |
|---|---|
| Organization | A noiseless patient Spider |
| Message-ID | <[email protected]> |
On 1/31/2024 10:53 AM, Andrew wrote: > On 1/29/2024 1:08 PM, JohnSmith wrote: >> Hi, >> >> I've got two Fidelity IRA accounts that have the incorrect balance in >> Quicken. I do not know why this happened - but I would like to attempt >> to delete (clear?) the accounts and redownload the data (from scratch?). >> >> Any guidance on how to proceed? >> >> TIA > > You might (just might!) consider simply adjusting the opening balance of > the account to force a correct ending balance if you can not download > all your data. This is a brute force method, and all balances up to the > current balance might not be correct, but at least all your transactions > will still be intact in the Q account. > > Not the best solution, but something to think about. > depends how many records involved. Compare the error balance in each account and you may have the answer "pop out" as obvious