My online set-up prompts me to enter the current days balance. Do I get this information from Baird OnLine?
Since the data available for download into Quicken is delayed by one day, it is okay to use the balance on Baird OnLine provided you make the proper adjustment for any activity (trades, journals, checks written or deposits) made intraday. Baird OnLine is a real time Web site and its values are adjusted intraday. The transactions that occur today will not be available for download into Quicken until tomorrow.
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