How do you adjust the Cash Account in investments? (Mac)

jp81__
jp81__ Quicken Mac Subscription Member
edited March 2023 in Investing (Mac)
After downloading my investment accounts (Schwab) I cannot adjust Cash.

Answers

  • MontanaKarl
    MontanaKarl Quicken Mac Subscription Member, Mac Beta Beta
    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 Sonoma 14.7.1

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