How can I get a cash management account to show up in the "Bank Account" picklist?

briankelly

I have a Cash Management account at Fidelity. I treat it completely as a bank account and use it to pay my credit card balances monthly.

The problem is that when I reconcile my credit card, the "Make Credit Card Payment" box comes up and the Cash Management account is not listed under "Bank Accounts".

I know why this is happening—Quicken is incapable of understanding that an account that could have stocks could also just be being used as a bank account and let it show up in that dropdown list. For that matter, what if I just wanted to pay my credit card from a cash balance in a brokerage account? Why only "banks"?

I also know that I can choose to create a linked bank account and that it would show up, but I do not want to do that because that functionality is broken—when you do that, it auto-accepts transactions into the register, which is a complete mess as the matching logic does not work properly. Until that bug is fixed, I will not take the linked checking account route. (NOTE: This is not my settings causing the autoaccept issue—they are absolutely correct.)

NotACPA

In Q, is this account tagged as "Show Cash in a checking account" (as is mine)?

If so, do TOOLS, Account List, click Edit adjacent to the account, click "Display Options" and under "Account Intent" set it to "Spending".

If not, Fidelity is a brokerage firm, not a bank and investment accounts can't be shown as "banking" accounts.