How do I see the balance of my investment account

When you track your investment account's cash balance within your investment transaction list, the list displays information about the value of your holdings, your cash balance, and the total market value of your account in one convenient location.

If your cash balance appears to be incorrect, check to make sure that you're taking into account the need to fund each investment transaction.

While it is possible to add future transactions to the transaction list, the cash balance is calculated for today's date and thus does not take into account future transactions.

  1. In the Account Bar, select the account you want to us.
  2. Below the transaction list, on the right side of the window, you'll see information about the securities value, cash balance, and total market value of this account.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.