Charles Schwab

Options
g.taylor1
g.taylor1 Member ✭
edited January 27 in Download, Add/Update Accounts (Windows)

Cash & Cash Investments represent the total amount of cash and sweep money market funds in your account. It does not include Certificates of Deposit or Purchased Money Market Funds.

Clearly Schwab is using the the SWGXX money market but does not show in Quicken.

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Options

    Hello @g.taylor1,

    Would you mind providing more information regarding the issue that you are experiencing? Are you missing transactions that were downloaded before?

    Thanks!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

This discussion has been closed.

Categories