asp.net c# barcode reader / Using Transaction Download and Research Tools in Software

Encode PDF-417 2d barcode in Software / Using Transaction Download and Research Tools

11 / Using Transaction Download and Research Tools
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Trade connects to the Internet and displays your brokerage firm s home page in an Internet window. You can then log in to make online trades. Print prints the transactions listed in the window. Options displays a menu of commands for working with the current window.
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Downloading Transactions
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To download transactions, make sure the brokerage firm is selected in the Online Center window (see Figure 11-1), and then click the Update/Send button. The Online Update For This Account window appears:
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Enter your password and click Update Now. Wait while Quicken connects to your financial institution. A Quicken One Step Update Status window appears during the connection. When Quicken is finished exchanging information, a One Step Update Summary window appears to summarize the activity that took place while you waited. Click Close. If you display the Online Center window again, you ll see the transactions you downloaded in the bottom half of the window s Transactions subtab, as shown in Figure 11-1.
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Reviewing Transactions
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To compare downloaded transactions to register transactions, click the Compare To List button in the Online Center window (see Figure 11-1). The account s Transactions screen opens with the Downloaded Transactions list in the bottom half of its window. Figure 11-2 shows what the window might look like. The window in Figure 11-2 looks and works a lot like the window that appears when you accept downloaded bank and credit card account transactions into Quicken. Consult the section titled Comparing Downloaded Transactions
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Quicken 2009 The Official Guide
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Figure 11-2 Use this window to compare downloaded transactions to those in your Transactions List.
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to Register Transactions in 6 for details. In most cases, you ll simply select a new or matched transaction and click the Accept button to accept it or to enter and accept it. Because Quicken will automatically enter most transaction information, using this method to enter an investment transaction can be much faster than entering it manually. If Quicken needs additional information about the transaction, it displays a dialog prompting you for the information it doesn t have. When you re finished working with transactions, click the Done button in the bottom half of the window. If you haven t accepted all transactions, you ll see a Finish Later button instead. Remember that downloaded transactions that have not been accepted may not be entered in your investment register. Thus, your register and portfolio balances may be misstated until you accept all downloaded transactions.
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Adjusting the Cash Balance
If the cash balance in your Quicken account doesn t match the cash balance at your brokerage firm, a Cash Balance Adjustment dialog like the one shown next appears. Enter the correct balance in the text box and click Done. Quicken adjusts the account accordingly.
11 / Using Transaction Download and Research Tools
Adjusting Holdings
If the holdings amounts in Quicken don t match what you ve downloaded, the Adjust Holdings Amount dialog, which is shown next, appears. It lists placeholder entries that will be made in the account to adjust the holdings balance so it matches your financial institution s records. Although you can turn off the check box to prevent an adjusting entry from being made, I recommend accepting the entry if you re confident that your financial institution s records are correct. I explain how to work with placeholder entries in 10.
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Reviewing Balances
When you download transactions from your financial institution, you also receive detailed account balance information. To review this information, click the Balances tab in the Online Center window. Here s what it might look like:
Reviewing Holdings
Your financial institution also sends you information about your individual holdings. You can review this information in the Online Center window and compare it to the information in your portfolio. To review holdings, click the Holdings tab in the Online Center window. Here s the Holdings tab for the same account shown in the previous illustration:
To compare downloaded holdings to holdings in your portfolio, click the Compare To Portfolio button. What happens next depends on whether the holdings information matches.
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