How do you adjust the Cash Account in investments? (Mac)
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jp81__
Member ✭
After downloading my investment accounts (Schwab) I cannot adjust Cash.
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Answers
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What do you mean by adjust? The only reason that the cash balance in Quicken might differ is if you own a Schwab money market fund such as SWVXX / SNSXX / etc. To see your actual cash balance, you need to manually create buy and sell transactions for those MMFs.
Quicken user since 1990, MacBook Pro M2 Max on Ventura 13.6.5 • Windows 11
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