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Yes...that is the idea....thanks for elaborating. Looking for same in QMac.In QWin, the Linked Checking Account is created from the Account Details dialog of the brokerage account.
There's no way to link an existing checking/cash account to a brokerage account ... as the impact of the "Show cash in a checking account" option is to remove all cash transactions from the brokerage acct and move them to the LCA.
Yes, I have this issue also. Please restore the Bills tab so that all accounts are listed in the bill reminders section. Please fix so that we can link our money market accounts (checking in brokerage) as a checking account.Also Quicken Mac 2017 now no longer lists investment accounts on the Bill Pay report. I pay all of my bills from a Fidelity Cash Management account so the "Bills" tab on QM2017 is useless to me.
Please fix and restore previous functionality!
I do the same with TDA. Thanks for letting me know not to upgrade! It makes the mobile app useless, but at least the computer works.This reply was created from a merged topic originally titled Allow linking Brokerage Accounts with Brokerage Cash (checking) accounts.
Allow linking Brokerage Accounts with Brokerage Cash (Checking) accounts. Clearly you have had hundreds of requests for this over the years. You already do it in QW2016. This is a broad based feature request. You already have the logic in QW so please please add. I want to be able to tell my TD Ameritrade Brokerage account that I have a linked cash account. I worked beautifully in QW.
I do not use Q2017 but can you change the account type to checking instead of a money market account?Also Quicken Mac 2017 now no longer lists investment accounts on the Bill Pay report. I pay all of my bills from a Fidelity Cash Management account so the "Bills" tab on QM2017 is useless to me.
Please fix and restore previous functionality!
BTW, the alternative is to have track a separate Cash Balance in the Brokerage account, like is done in QM2007In QWin, the Linked Checking Account is created from the Account Details dialog of the brokerage account.
There's no way to link an existing checking/cash account to a brokerage account ... as the impact of the "Show cash in a checking account" option is to remove all cash transactions from the brokerage acct and move them to the LCA.
I'm in QMac 2017 as well and use Royal Alliance for investments. My Royal accounts show a "Cash Balance" below the Holdings by Type, but the cash balance is zero, which isn't correct. QMac 2007 didn't have this problem. I am disappointed. Is there a workaround?In QWin, the Linked Checking Account is created from the Account Details dialog of the brokerage account.
There's no way to link an existing checking/cash account to a brokerage account ... as the impact of the "Show cash in a checking account" option is to remove all cash transactions from the brokerage acct and move them to the LCA.
A good place to start is in the transaction register for each account; check if there are any placeholders QM has added ..Modifying or deleting the placeholders seems to solve these issues.In QWin, the Linked Checking Account is created from the Account Details dialog of the brokerage account.
There's no way to link an existing checking/cash account to a brokerage account ... as the impact of the "Show cash in a checking account" option is to remove all cash transactions from the brokerage acct and move them to the LCA.
Brokerage transactions that result in a cash balance should show thatIn QWin, the Linked Checking Account is created from the Account Details dialog of the brokerage account.
There's no way to link an existing checking/cash account to a brokerage account ... as the impact of the "Show cash in a checking account" option is to remove all cash transactions from the brokerage acct and move them to the LCA.
This is an open, acknowledged & on going issue with Qm as opposed to Qw. Not sure when this will be updated but as you can no doubt observe there are severe limitations with QM as it relates to Investments as a whole. The Quicken folks have committed to parity with Qw but its a few yrs down the road.In QWin, the Linked Checking Account is created from the Account Details dialog of the brokerage account.
There's no way to link an existing checking/cash account to a brokerage account ... as the impact of the "Show cash in a checking account" option is to remove all cash transactions from the brokerage acct and move them to the LCA.
Yes, very good point...of course, first the functionality needs to be there. That is step one...but typically (though not a guarantee) when new matching functionality is added, this is then mapped for the conversion tool also. But it is certainly worth pointing it out explicitly.It ́s not only the issue of Qm not supporting this feature, but also that the migration utility to transfer the data from Qw with linked brokerage accounts to Qm creates critical and fatal errors on the account and share balances that makes the migration unusable. So, the "fix" must include "fixing" the migration utility also. I had to return Qm mainly because of these huge errors on the migrated data. It makes Qm unusable. In fact, I can live with no linked accounts, but I cannot live withe tremendous errors that the migration utility created. Thus, it is more important to "fix" the migration utility than adding the linked feature.
I have an account with Charles Schwab with investments and checking and aIt ́s not only the issue of Qm not supporting this feature, but also that the migration utility to transfer the data from Qw with linked brokerage accounts to Qm creates critical and fatal errors on the account and share balances that makes the migration unusable. So, the "fix" must include "fixing" the migration utility also. I had to return Qm mainly because of these huge errors on the migrated data. It makes Qm unusable. In fact, I can live with no linked accounts, but I cannot live withe tremendous errors that the migration utility created. Thus, it is more important to "fix" the migration utility than adding the linked feature.
Bob1581: I did encounter cash balance problems, which I agree would be relatively easy to fix. But the problems went beyond that. I also had major discrepancies between share balances of shares and/or mutual fund balances. All in all, the migration was completely unusable. Add to that, that foreign currency transactions are critical for me, and that alone makes the current Qm unusable.It ́s not only the issue of Qm not supporting this feature, but also that the migration utility to transfer the data from Qw with linked brokerage accounts to Qm creates critical and fatal errors on the account and share balances that makes the migration unusable. So, the "fix" must include "fixing" the migration utility also. I had to return Qm mainly because of these huge errors on the migrated data. It makes Qm unusable. In fact, I can live with no linked accounts, but I cannot live withe tremendous errors that the migration utility created. Thus, it is more important to "fix" the migration utility than adding the linked feature.
As a work-around, if the volume of transactions is not too great, you could remove and replace the linked transactions. This has worked for some.jims said:I just transferred my 20+ year Quicken data (after trimming back to last 6 years) to Quicken for Mac, having bought a premier subscription for Mac. I had been using QWin in Parallels. Though QMac has made great strides, the lack of ability to handle my linked Fidelity checking account is a deal breaker for me as well. I will have to revert to QWin (for which I do not have a subscription!) until this capability is added to QMac. I may ride out the current subscription in hopes this will be handled, but will cancel before next renewal if it is not. I'm sad about this - I was really liking Quicken for Mac!
smayer97 said:As a work-around, if the volume of transactions is not too great, you could remove and replace the linked transactions. This has worked for some.jims said:I just transferred my 20+ year Quicken data (after trimming back to last 6 years) to Quicken for Mac, having bought a premier subscription for Mac. I had been using QWin in Parallels. Though QMac has made great strides, the lack of ability to handle my linked Fidelity checking account is a deal breaker for me as well. I will have to revert to QWin (for which I do not have a subscription!) until this capability is added to QMac. I may ride out the current subscription in hopes this will be handled, but will cancel before next renewal if it is not. I'm sad about this - I was really liking Quicken for Mac!
Yes, thank you - I'm aware of that. If it were an account I didn't use a lot, that would be an option. However, as this is my primary account, where most of my activity takes place, it is an unworkable solution long-term. If I knew this was something they were going to address in say, the next 6 months or so, I might go forward with something like that. But since they understandably cannot commit to development targets, I am a bit reluctant to put off simply going back to QWin.