Cash Amt Column for an Investment Transaction Displays N/A or is Blank

This is the correct display for either a BoughtX or a placeholder transaction.

  • In a BoughtX transaction, you transfer cash from another account and use it to purchase securities that are held in the current account. This type of transaction does not impact the cash balance of the current account.
  • Placeholder Entries do not affect your cash balance because they only record your position (number of shares owned) for a specific security.
  • In addition, the overall cash balance of an investment account (Cash Bal column) will not change as you resolve Placeholder Entries.  For more information on Placeholder Entries, see Quicken Help.

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