Reconciling cash in Schwab account

Jack Scripps
Jack Scripps Member ✭✭
edited February 2022 in Download, Add/Update Accounts (Windows)
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)?

Comments

  • Jack Scripps
    Jack Scripps Member ✭✭
    Problem persists with Schwab cash balance reporting and quicken reconciliation...
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