Attempting Conversion from QWin to QMac and Question about Money Market Funds
Dan R NC
Quicken Windows Subscription Member ✭✭
Hi
I'm considering converting from QWin (Deluxe) to QMac. I've converted my file and there were no errors reported, but there are differences regarding Cash that I don't understand (and don't really like).
It looks as though QMac considers a money market fund (Schwab Value Advantage Money Fund-SWVXX) the same a cash and combines it with the value of Cash in an account. In QWin, the SWVXX fund is shown as a security, which I think is appropriate, since it is not a sweep account.
Is there a way to get the SWVXX security to show as a security in the Portfolio View (By Security) and not combined into a Cash line item?
As a side note, when I look at the Transactions view, I can see transactions for Schwab Value Advantage Money Fund listed with the Fund as a Security, so why doesn't QMac show the Fund as a Security in the Portfolio View?
(I have not connected any of my Schwab accounts to QMac yet. For the past month, I have been manually inputting transaction in QWin because of all the troubles I've had with Validating and Revalidating. I may connect the account to QMac if I can get QMac to look somewhat like QWin as far as presentation is concerned.)
Thanks in advance for any help.
I'm considering converting from QWin (Deluxe) to QMac. I've converted my file and there were no errors reported, but there are differences regarding Cash that I don't understand (and don't really like).
It looks as though QMac considers a money market fund (Schwab Value Advantage Money Fund-SWVXX) the same a cash and combines it with the value of Cash in an account. In QWin, the SWVXX fund is shown as a security, which I think is appropriate, since it is not a sweep account.
Is there a way to get the SWVXX security to show as a security in the Portfolio View (By Security) and not combined into a Cash line item?
As a side note, when I look at the Transactions view, I can see transactions for Schwab Value Advantage Money Fund listed with the Fund as a Security, so why doesn't QMac show the Fund as a Security in the Portfolio View?
(I have not connected any of my Schwab accounts to QMac yet. For the past month, I have been manually inputting transaction in QWin because of all the troubles I've had with Validating and Revalidating. I may connect the account to QMac if I can get QMac to look somewhat like QWin as far as presentation is concerned.)
Thanks in advance for any help.
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