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Support Investment/Banking Hybrid Accounts
Accounts by Schwab, Fidelity, Wells Fargo that are part investment accounts, part checking accounts are not fully functional in Quicken. These accounts allow you to pay bills, write checks, have regular deposits, just like a normal checking account. They also allow you to invest cash from the account directly in to funds. When these accounts are loaded in Quicken, they are automatically stored as "investment" accounts. This means you can not use any "banking" features like bill pay or easily categorize transactions. It makes Quicken almost unusable for everyday transactions in this type of account. These are popular account types and I would like to see Quicken have a new category for this type of hybrid account (banking/investment). Thanks Quicken!