Quicken for Mac Cash representation for Money Market (e.g. Fidelity) setting

Lampatrick

I have been using Quicken for Windows since 1998. I am currently exploring the Quicken for Mac to figure out if I will switch over from Quicken for Windows to Quicken for Mac.

I have a few accounts with Fidelity. After converting the Quicken file from Windows to Mac and with a lot of manual work to fix the numbers in Mac version, I finally got both Quicken for Mac and Quicken for Windows (Premier version) showing the same numbers. I did a one step update on both windows and mac version. For the Fidelity account, it downloaded the money market fund as Cash in the Windows version (and I am aware the CASH representation setting in Quicken for Windows); however, it downloaded the money market as SECURITY in the Mac version. I can't figure out where the Cash representation in Quicken for Mac is, or if there is one there.

Can someone help me? Thank you.

[Edited - Readability]

Jon

In my Fidelity accounts, money held in the core position is downloaded as the cash balance, and any other money market funds that are not the core fund are downloaded as securities. (Except for the HSA which currently isn’t downloading anything, which is a known issue.)