Treating FZFXX as Cash

billw8
billw8 Quicken Windows Subscription Member
edited January 26 in Investing (Windows)

I have two money market mutual funds in my Fidelity Investments Account: FZFXX and FZDXX. My core account is FZFXX. In Quicken I am trying to select FZFXX as the "money market to be treated as cash and not shown as a position." However, in the Quicken pull down box for "Cash Balance and Money Market Selection" the only option I am given is FZDXX. Please help. Thanks.

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @billw8,

    Thank you for letting us know you're encountering this issue. To clarify, does FZFXX have a share price of $1 per share and have a positive balance in your account as reported online?

    If it does, and it's not showing up in the dropdown as an option, then I recommend that you contact Quicken Support directly for further assistance, as they have access to tools we can't access on the Community and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    If it does not meet those criteria, then that would be why Quicken doesn't give you the option to select it.

    I hope this helps!

    Quicken Kristina

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