Payments from Fidelity brokerage account not in reports

Ronnie
Ronnie Member ✭✭
edited November 30 in Paying Bills, Online Billers & Reminders (Windows)

My Fidelity brokerage accounts allow me to pay my bills. How do I get these payments so show in my reports?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 31

    How are you showing that brokerage account in Q? Are you using the "Show Cash in a checking account" feature, which would pull all of the cash txn from the brokerage acct and create a pseudo-checking account, that acts in Q like a real checking account.

    Also, investment type accounts are typically not including in spending type reports. How are you recording those payments in Q?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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