Schwab and other brokerage just show cash and money market combined. Quiken separates

Cyp

The suggestion is to combine the cash and money market balances in Quicken, rather than trying to separate them, due to the low interest rates and the difficulty in accurately checking quicken transactions in a brokerage account like Schwab.

Cyp

Brokerage accounts benefit little from shifting cash to low-interest money markets. In June 2025 Schwab reduced money market rates to 0.05% and the inaccurate reporting about available cash for orders is huge.

Quicken Kristina

Hello @Cyp,

Thank you for coming to the Community to provide your feedback. Usually, the way the information displays in Quicken depends on how the information is sent to Quicken by the financial institution.

When you first create/connect the account in Quicken, if the option is available, you may see a choice whether to track as cash or track as separate money market funds. See this help article for more information: https://info.quicken.com/win/your-brokerage-may-use-a-money-market-fund-to-repr

I hope this helps!

Cyp

Need a better way to remove the asterick * for Gain/Loss % than placeholders. It would be nice to have a 1-year gain/loss % b/c after seeing either the * or a value then have to look at how long I've had the position to estimate what bankers call the APY. Can users create a column with 1-year gain/loss?

Cyp

Users should be able to save comments about positions in Quicken. I'd like to have comments about the symbols that my brokerage house doesn't allow buying more shares for various reasons. Also nice to have a reminder about new brokerage rules about things like selling fractions of a shares. This saves critical time when buying or selling and reminds users to not repeat past mistakes. Day traders can note their parameters for buys and sells.

Quicken Kristina

Thank you for your replies,

There is a 12 month gain/loss % column. To add it to your portfolio view (investing tab, portfolio tab), click Options>Customize current view….

Then, select Gain/Loss 12-Month (%), click the Add button, and click OK.

While there isn't any Notes or Comments field for Investment transactions, there is a Memo field that you can use. If you're wanting to put in a comment that applies to more than just one transaction, you could click the gear icon, select Edit account details, and on the General tab, there is a Comments box that you can use.

If neither of those options meets your needs, then you may find this idea post interesting:

https://community.quicken.com/discussion/7954755/banner-or-comment-line-in-any-account-register-ledger

You can also create a new Idea post, if none of the existing requests would meet your needs. For instructions on creating a new Idea post, please review the post below:

https://community.quicken.com/discussion/7849425/creating-and-voting-for-ideas-in-the-community

Thank you!