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Money Market Fund Representation - Quicken 9.2 for Mac

RPathak

I see the 9.2 update allows money market funds to be treated as cash, if the funds are at Fidelity or Schwab or Northern Trust. This was a needed update. What about other financial institutions?

I have the treat as cash option available in account settings for Fidelity, but not for any other investment accounts.

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John_in_NC

Hi, @RPathak

As far as I know (and from how it was explained to us in testing) is that this is being handled at the Security level, and not by brokerage. Only certain MMFs are eligible for said cash treatment.

How or who determines which funds is the big question I am trying to find out. More importantly, can people suggest funds to be included for this white list of tickers? There are a lot of cash MMFs out there.