Do you use invoicing for your small business? We want your feedback! Learn More
Fidelity changed their core cash account from Fidelity Cash Reserves to Fidelity Treasurey Money Market Fund. I downloaded a transaction to my Rollover IRA Account in Quicken Deluxe 2019 that had an action to Remove Shares. It stated it was to transfer from FDRXX to FZFXX. The shares are removed which lowered my cost basis and the actual account value even though I requested it didn't change the cash balance (which it didn't). How do I know if the core cash account in Quicken has changed or how do I do it? Also do the shares need to be added back? Not sure how to handle this or if it really matters.
This discussion has been closed.