Configuring Cash & Money Market to Combine - How is it configured?

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JeffConey
JeffConey Quicken Windows Subscription Member ✭✭
edited June 30 in Registers & Transactions (Windows)

About 3 weeks ago I got a notification (Yes/No) Asking if I wanted to show the cash balance as the combination of cash + a money market account (Schwab MM) I answered yes and now I "buy" and "sell" transaction for the MM are not downloaded.

Where does that Y or N configuration show up in Quicken or is it a one time decision that now cannot be reversed?

Any help would be appreciated.

Thanks

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Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Disconnect your Schwab Account from downloading.

    Click on Tools > Add Account and then specify Schwab as the financial institution. You will be asked to provide the user name and password associated with the Account and you'll go through the authorization process again. Quicken should find the account at Schwab and present it to you with the options to either Add the Account to Quicken or LINK the account to a Quicken Account. You'll select LINK.

    Somewhere along the line - I forget where exactly, it might be after you tell Quicken to LINK to the existing Account, you'll be asked that question again. You don't want the Schwab MM mingled with real cash in the Account if it's a "traded" MM account, which yours obviously is.

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