How are all you Vanguard Cash Plus account holders managing the account in Quicken?

Shannon M M
Shannon M M Member ✭✭
edited April 2023 in Investing (Windows)
Because of its unique type of money management account, I'm finding it difficult to administer the Vanguard Cash Plus. Vanguard uses its own in-house brokerage template for this account that is trying to mimic a cash account. So the downloads look like what you'd expect of a brokerage core account. But, in my case anyway, that has lead to a huge imbalance in shares with Quicken showing shares that are not being reported as such by Vanguard.
I'm sure there's a solution. But I'm appealing to the experts for the best way to manage it.


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