IRA sweep balances appear as "banking" (Wells Fargo)

Question

I'm in my 30 day trial with Quicken after a 20 year hiatus.

My newly imported Wells Fargo accounts classified the sweep accounts as Banking>Checking .

Can I get them to show in the Investing portion of the left column some how? This is not free cash and definitely not checking in nature.

Quicken Anja · Answer

Hello @Dave_fin,

Thanks for sharing your solution! This will be helpful to others who may encounter the same or a similar experience.

Glad you were able to get it working! Thank you.

Dave_fin · Answer

Found my own answer:   Needed to change "account intent" (options included retirement, asset, investment, savings and more).   Under Account Details > Display Options tab.

Still shown as "Checking" under the general tab, but seems to do what I want (fixes left side tab, and likely other reporting)  for now.