How do I set up a checking account with a brokerage firm as checking, not brokerage (Q Mac)
I have an Ameriprise ONE account which is a checking account. When I add the account in Quicken, I start by adding it as "Checking" but when the Direct Connect finds "Ameriprise" it forces the categories as traditional brokerage accounts. The impact is that my transaction options have details for trades (buy/sell, basis, etc.) whereas I just want to enter transactions as credits/deposits or debits/expenses with appropriate transaction details. This is even an issue because the account download when I connect is only 90 days and Ameriprise does not have a download file that is compatible with Quicken, so I have to manually enter my transactions. Thank you in advance for your insight.
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