Downloading Investment Account yields Negative Cash Balance

jmfeldstein's Avatar


24 Oct, 2020 10:14 PM

I was connecting a new account and the investment account from Vanguard came in with the balance showing as negative instead of positive. I am setting it up as an "investment account," is there another setting I should consider?


  1. 1 Posted by Stuart Beesley ... on 24 Oct, 2020 10:29 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    In this new account what transactions are appearing in MD? If for example it’s a buy then the balance will be negative by that amount unless the account is ‘funded’ (usually by a Xfr transfer funds in). The balance reflects the cash position. The portfolio screen reflects the share values.

    Regards Stuart
    [a fellow user]

  2. System closed this discussion on 23 Jan, 2021 10:30 PM.

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