65.17 New Money Market Handling Feature - Not Finding MM Fund

jtemplin
jtemplin Member ✭✭✭✭
edited January 4 in Investing (Windows)

I installed the 65.17 update on Windows and tried to customize the new feature that lets you specify a money market fund that should be treated as cash rather than as a separate position.

It's Merrill CMA account that has a low monthly transaction volume, so I wanted to customize it now rather than wait for the next download. Supposedly, your $1 per share valued positions should appear in the drop down, but none do for me, and there should be. Snips attached.

Is something set up wrong in the money market fund that is causing it not to seen? Or a bug?

No MM Found.jpg ML Bank Deposit Program.jpg

Comments

  • jsclark
    jsclark Quicken Windows Subscription Member ✭✭

    How did you get to the top dialog above "Cash Balance and Money Market Preference"?

  • jtemplin
    jtemplin Member ✭✭✭✭

    @jsclark The Set/Edit button at the bottom of the Account Details > Online Services tab.

    Screenshot 2025-12-04 163744.jpg
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