Will EWC+ allow selection by account of cash vs shares reporting? [Edited]

dpd
dpd Quicken Windows Other Member ✭✭✭
edited November 22 in Errors and Troubleshooting (Windows)

I have 6 Fidelity accts: two IRAs that use Cash reporting and 4 Brokerage accts that use Shares reporting. With the EWC+ conversion, will I still be able to select either method for individual accounts or does it all have to be the same?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @dpd,

    Thank you for reaching out! For core positions, most accounts should give you the choice between reporting as cash or reporting as shares. If the wrong choice gets selected, most accounts will allow you to reset it by navigating to Tools>Account List, clicking the Edit button next to the problem account, choosing the Online Services tab, then clicking the Reset Money Market securities/cash options button.

    reset money market option.png

    I hope this helps!

    Quicken Kristina

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  • w004
    w004 Quicken Windows Subscription Member ✭✭
    edited October 25

    [Removed - Duplicate Post]

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