Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Investing (Windows)
Truist AMA account
kmin
Hi. I have an AMA account (asset management account) at Truist. This was transferred from SunTrust Signature Advantage account. Cash deposited to the account is automatically transferred to a different account (like money market) (called "sweep transfer") and transferred back to the cash account when I withdraw cash. When I download transactions of the account into quicken, not just actual transactions, but also the sweep transfer transaction is automatically downloaded. Because any remaining cash is sweep transferred, the balance of the account in Quicken becomes always zero. I was able to ignore the sweep transfer when I had the account at SunTrust, but I cannot do that now with Truist after their merger. Any way to ignore the seep transfer to show accurate balance in Quicken? Thank you very much!
Find more posts tagged with
Comments
There are no comments yet
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Help
Best Of