Brokerage Accounts in Quicken
in [Quicken]
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From: Bill Gross on 3 Jun 2010 19:54 How do you reconcile your brokerage accounts in quicken with the monthy statements for the broker.
From: Andrew on 3 Jun 2010 19:57 Bill Gross wrote: > How do you reconcile your brokerage accounts in quicken with the > monthy statements for the broker. I don't. For every company I deal with (Schwab, TR Price, Vanguard) they have Q download capability and I let the computer worry about it. I just make sure the subtotals and bottom line numbers (such as number of shares, total dollar values held, etc.) match at the end of each reporting period. -- ------------------------------------------------------------- Regards - - Andrew
From: Bob Wang on 3 Jun 2010 20:21 Bill: My brokerage accounts have a "Cash Management" feature. I keep the cash transactions part as a separate register by using the "Show cash in a checking account" option. I reconcile that cash account to the cash balance in my brokerage account. Bob
From: Jerry Boyle on 4 Jun 2010 17:25 "Bob Wang" <BobWangBlog(a)Gmail.com> wrote in message news:hu9gv4$21u$1(a)news.eternal-september.org... > Bill: > My brokerage accounts have a "Cash Management" feature. > I keep the cash transactions part as a separate register by using the > "Show > cash in a checking account" option. > > I reconcile that cash account to the cash balance in my brokerage account. > Bob > Bob, Is your method approved by the Inuits? :-)
From: Bob Wang on 4 Jun 2010 20:08 As long as I keep the sled dogs outside the igloo ;-) >>> "Jerry Boyle" <jerryboyle(a)att.net> wrote in message news:hubr1u$q0h$1(a)news.eternal-september.org... "Bob Wang" <BobWangBlog(a)Gmail.com> wrote in message news:hu9gv4$21u$1(a)news.eternal-september.org... > Bill: > My brokerage accounts have a "Cash Management" feature. > I keep the cash transactions part as a separate register by using the > "Show > cash in a checking account" option. > > I reconcile that cash account to the cash balance in my brokerage account. > Bob > Bob, Is your method approved by the Inuits? :-)
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