Changing Cash Account Linked to Investment Account

One of my investment accounts is linked ta bank cash account for cash ins/outs. When I enter a transaction that cash account is shown but is grayed out. I want to change to a different cash account but unable to find the area in order to make that change.

Best Answer

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Accepted Answer
    There is no way to select an existing cash account as the linked account, and any transaction downloading to the linked account will be in conjunction with the investing account, not via the bank.

    Also the balance in the linked account will be the investing account's cash balance, not the balance of your bank account.

    I think it is best to keep these accounts separate from each other.
    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Accepted Answer
    There is no way to select an existing cash account as the linked account, and any transaction downloading to the linked account will be in conjunction with the investing account, not via the bank.

    Also the balance in the linked account will be the investing account's cash balance, not the balance of your bank account.

    I think it is best to keep these accounts separate from each other.
    QWin Premier subscription
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