Schwab Money Market Download issues

RoatanJim

Longtime Issue of Incorrect Money Market fund download from Schwab

Quicken Version: 65.29 Build 27.1.65.29

Security: Schwab Govt Money Fund SWGXX - Security Detail view shows Type: Mutual fund /Security Edit detail screen: changed to cash - does not change the type in initial detail view

Download Issue : - as below type of transactions - 2 in error / 1 correct

Dividend transactions - date correct - amount is always O (incorrect)

Buy/sell transactions - Correct

Share Balance reported: always O

Share balance remains 0 even after accepting buy/sell transactions - show it downloads transactions that change share balance in Quicken, but Schwab reports: 0

Have tried in Preferences: Download Transactions - toggled "Never Interpret download Money Market Funds as cash", No change with toggle

RoatanJim

may have found an answer - if anyone familiar with these screens /behavior please confirm??

Path: Account - Action - Edit account details - Online service tab: At bottom - "Treat this Money Market as Cash" - current pull down for indicating MM fund shows only none,

Click Set/Edit - Result

Note list of funds includes SWVXX is only fund listed -

Note: indicates next download you will be asked

Click Customize:

Money Market fund used in this account - pull-down option is only none

Do I expect after the next update, this will populate with the Money market fund??