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.

Note for our Canadian Customers

The following terms will be different in the Canadian releases of Quicken.

Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"