Schwab Brokerage account treated a bank account in Quicken

peterelson Member ✭✭
Is there any way I can get Quicken to treat a Schwab brokerage account as a bank account (with full update, downloading, reconciling etc) and not as an investing account


  • Jeff Bean
    Jeff Bean Member ✭✭✭
    Go to the Tools/Account List screen, and click the Edit button on the account in question. Then choose the "Show cash in a checking account" option on the General tab of the account screen. This will create what is known as a "linked checking account". Transactions in the brokerage account will be automatically transferred over to the linked checking account every time new transactions get downloaded. You can hide the original account if you want.
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