schwab sweep funds not downloaded

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Unknown
Unknown Member
edited November 2018 in Investing (Windows)
I'm using Quicken for Windows Premier 2018 R3.4. Been a quicken user since it started. I have several investment accounts at Schwab. I download transactions daily. I have manually entered buys and sells for the sweep funds (SWCXX & SWSXX) used to park money because Quicken does not include these in my download. Would love not to have to enter them manually. Is there a way to include them in a download?

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
    One way to handle this is to just let the sweep money remain as cash in the account. When the sweep fund pays a dividend, record it as a Div, not a reinvest
    QWin Premier subscription
  • K.O. (Win-Premier)
    K.O. (Win-Premier) Quicken Windows Subscription Member ✭✭✭✭
    edited December 2017
    Jim Harman said:

    One way to handle this is to just let the sweep money remain as cash in the account. When the sweep fund pays a dividend, record it as a Div, not a reinvest

    I have a schwab account and this is exactly how I handle it.  Easy peasy.
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