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

Dave_fin
Dave_fin Quicken Windows Subscription Member
edited January 28 in Investing (Windows)

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.

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Answers

  • Dave_fin
    Dave_fin Quicken Windows Subscription Member

    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.

  • Quicken Anja
    Quicken Anja Moderator mod

    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.

    -Quicken Anja
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