Can't treat SWGXX as cash in Schwab brokerage account

Ray

Editor - my above post may be incorrect. After you "Edited - Removed partial account numbers]" I no longer have the option to edit it.

Please delete if completely.

Ray

Support said to export all my existing accounts as a QXF file and import it into a new data file. Before doing this, I reconciled my accounts. After creating the new data file and importing the QFX, I was pleased that the account list, account registers, custom categories, memorized payees, renaming rules, and scheduled transactions were imported. Unfortunately, no custom reports were imported. They'll take a lot of time to reconstruct.

In my 2 Schwab and 3 Fidelity accounts, I now have the correct Account Details that John Ellis showed in his Apr 16 post. The Cash Representation button is also shown in the Update Cash Balance. One Schwab account uses SWVXX and the other SWGXX. I configured the SWVXX account to use it. The SWGXX account only lists "none" so I can't configure it. (I reported it as a problem.) Two of my Fidelity accounts use FDRXX and were configured to use it my default. The other uses FCASH and I configured it to use it.

I did have some errors in account transactions, so the import isn't perfect. I haven't had many One-Step-Updates transactions to confirm all is correct but so far, it's very promising.

Quicken Alyssa

@Ray,

Thank you for following up.

I have deleted the previous comment, as you requested. Fingers crossed everything is in working order now, after working with support.

If you need more help, let us know!