Cash Management Accounts are really a Banking Account (Quicken Windows), right?

warnest1

My CMA accounts are really checking accounts, yet the have the same constraints as Investing accounts. So there are a number of features that aren't available in CMA accounts that would be nice: 1) filtering on a variety of fields; 2) tags!!!; 3) ability to show categories and tag columns in the transaction list; 4) ability for reports to treat CMAs with the same features as for banking accounts.

NotACPA

Your brokerage firm, which holds the CMA, isn't a bank … and thus by law can't issue a true checking account.

So, NO, they're not banking accounts although for most purposes that act like one. The differences are VERY technical, and very legalistic … but I no longer remember exactly what they are.

BUT, if in a non-retirement account you do TOOLS, Account List and click EDIT adjacent to the brokerage account you'll have an option to select "Show Cash in a checking account". First take a backup before you do this, but if you select that Q will create a pseudo-checking account an move all of the cash transactions from your brokerage account to this new pseudo-account.

Quicken Anja

Hello @warnest1,

We haven't heard back from you in a while. Do you still need assistance?
Were you able to give @NotACPA's suggestion a try?

Check back and let us know! Thank you.

Quicken Anja

Hello again,

Checking in once more before this thread is closed.
Let us know if you still need assistance.

Thank you!

Quicken Anja

Hello again,

Due to the lack of response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you!