Contains no cash transactions keeps unselecting itself

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Rouphis
Rouphis Member ✭✭

I have a voya 401k that needs the "Contains no cash transactions" box checked to reflect an accurate balance. My issue is that I need to reselect that checkbox every time a new transaction is downloaded. Am I overlooking a way to keep that enabled, or is this a defect?

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  • RickO
    RickO SuperUser, Mac Beta Beta
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    Are you using Quicken for Mac? I'm not familiar with a "Contains no cash transactions" checkbox.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Rouphis
    Rouphis Member ✭✭
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    I am using quicken for mac. It is on the account settings modal. Right next to the 'type' dropdown.

  • RickO
    RickO SuperUser, Mac Beta Beta
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    Well, I learned something new. I've never seen that checkbox. I don't have a 401k, but I changed my Fidelity IRA account type to 401k and I still don't see the checkbox. I'm thinking it is dependent on the specific brokerage being downloaded.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Jon
    Jon SuperUser, Mac Beta Beta
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    I can't get that check box to appear either.

    Quicken Mac subscription. Quicken user since 1990.

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