This account includes transactions that cannot be automatically transferred to a linked checking account

Your investment account includes transactions that cannot be automatically transferred to a linked Checking  (Chequing in Canada) account. The linked Checking account's ending cash balance doesn't equal the cash balance of the original investment account.

The problematic transactions may be:

• Transfers from multiple banking accounts

• Transfers from within split transactions

• Employee stock purchase plan transactions

• Employee stock option transactions

To address this issue

• Restore the data file that Quicken automatically backed up for you during the process of creating the linked Checking account.

• Print the transaction list of the investment account.

• Edit the transactions in the investment account so that the transaction totals equal the amount of the transaction totals in the original data file.