Money Market fund handling in R65.15

Chris_QPW

I would like to see if I have the new functionality for money market fund(s) correct.

It seems to me that even though you can customize this for the money market fund you want, it is only possible to select one fund for this purpose, correct?

The reason I ask is because Chase uses more than one for this purpose depending on where the "cash" is at the moment.

BTW just in case people are interested in what this looks like here are the dialogs below:

NotACPA

@Chris_QPW Is that one MMF per account? One MMF per file? Or what?

Chris_QPW

https://community.quicken.com/discussion/comment/20523456#Comment_20523456

Are you talking about Chase or the new Quicken setting?

For Quicken it would be per account, not per file. And I suspect that it is one MMF per account, even though would have liked it to be multiple per account because of the way Chase works.

I'm hoping someone at Quicken Inc can verify it is one MMF per account or multiple.

I will know eventually when I make some trade. When I do that the "cash" moves between different accounts which show up in Chase as different MMFs. In the past it just would post a message that the default MMF had changed.

BK

I am curious to understand how it determines which MMF qualifies to be treated it as cash.

I ask because in one account it correctly identified the SWVXX for this purpose, but in another account the drop down selection was empty - where I expected to see VMFXX. I checked the downloaded prices and all were $1.

Chris_QPW

https://community.quicken.com/discussion/comment/20523472#Comment_20523472

Yes, I would love to understand that too!