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Moving from PC to Mac - Setting up Investment cash accounts like on PC?
I have "cash management" features on a couple of Fidelity Investment brokerage accounts, like bill payment and checks. On a PC, the cash portion of those accounts are split in Quicken between "cash" and "investment" accounts, which is great for reporting and filtering out things like interest/dividends. When I moved the PC Q file to the Mac Quicken, I see the cash accounts, but don't see a way to make them act like they do in PC Quicken. How do I set them up to act like the PC accounts where checks, deposits, billpay, etc transactions are in the "cash" accounts?