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, SuperUser, 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 Sequoia 15.2 (and Win 11 under Parallels Desktop)

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