Reconciling cash in Schwab account

Jack Scripps
Jack Scripps Member ✭✭
Maybe 10 days ago, an update of Quicken enabled me to elect to treat a security held in one of my accounts at Schwab as cash, for Quicken reporting purposes. That was great. How can I get Quicken to offer that same option for another account, with another security (a MMF, which Quicken considers a security, but which Schwab reports as cash)?


  • Jack Scripps
    Jack Scripps Member ✭✭
    Problem persists with Schwab cash balance reporting and quicken reconciliation...
This discussion has been closed.