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Ba(n)k Deposit Sweep

welch56 Member
edited April 2020 in Investing (Windows)
I was lax in keeping track of my invetsment account and am starting from scratch with my first statment. One thing I cannoyt figure out is how to account for bank deposit sweep transactions. Can someone help me?


  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    It seems to me that should just be a transfer from your banking account to your investment account.
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • welch56
    welch56 Member
    That is not it. It seems to be move to some sort of holding/cash account. QPRMQ is the symbol on the statement, but I cannot find that symbol anywhere.
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