Fidelity Investments Cash Management account in Quicken 2022
This discussion relates to an issue brought up by Jon Manson in November, 2022. I recently converted from Quicken Windows (25 year user) to Quicken Mac. For all those years, when downloading transactions from Fidelity, Quicken treated my checking account as a 'Cash Account' and accordingly placed it in the Cash Section under Banking. Quicken Mac, however, doesn't do that. For some reason it treats the account as a brokerage account and places it in the Brokerage Section under Investing. I understand the long standing reputation that the Mac version isn't as 'robust' as the Windows version. That not withstanding, isn't there a way to force or at least coax QM to properly categorize and process my checking account?
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