How can I put money in a brokerage account into Savings Goals
rkshack Member ✭✭
edited March 4 in Budgeting and Planning Tools (Windows)
I have a money market account in my Schwab Brokerage account. Is there a way to enter some of the balance from that money market account to a savings goal account under planning?
Savings Goal allows you to select a brokerage account. It debits the brokerage cash balance. So, if your MM balance shows as cash, then yes. Help topic below.
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