How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?

mikek753b

hello,

I'd like to know my Cash funds in my Schwab brokerage investment account.

I have auto sweep cash into SWGXX and back for any BUY, Transfers, ACH, etc

My Quicken Premier R65.29 downloads BUY and SALE for the SWGXX, as result my cash is $0.00, so I don't know what are available and I can't see it in the Projected Balances, as its very important for me. I use this brokerage account as my Checking account to pay bills and credit cards via ACH.

Manual delete each SWGXX transaction is tedious, so I want to have proper way to tread this as Cash.

No matter, what I tried I can't set the SWGXX as Cash for this account.

the SWGXX is NOT in the list to select MM for the Cash, while there is another MM SNSXX that I use for mid term money.

How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?