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Cannot find this option in Quicken for the Mac

Sammy

Screenshot 2026-10-20 at 5.39.47 AM.png

Fidelity, Vanguard, et al. use MM funds for the cash portion of their brokerage accounts. But I find that Quicken seems to get confused. I thought I could just keep everything in cash, as this would make things simpler. Where in Quicken for Mac can I select this option? I am attaching Quicken’s instructions but am not sure which app they are referring to here.

[Edited - Readability]

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Sceptic

For reference and context, here is a link to the full Quicken Mac Help article -

https://info.quicken.com/mac/customize-how-money-market-funds-are-tracked

Quicken Laura

Hi @Sammy,

Thank you for your questions!

The link shared by @Sceptic provides instructions for changing the Money Market Fund representation in Quicken for Mac. However, this option is only available for eligible funds that support cash treatment.

You can check whether the option is available under the Downloads tab in your account settings. If you don’t see it there, the fund may not be eligible for this treatment.

I hope this clarifies things! Please feel free to reach out if you have any further questions.

Jon

The instructions you screen shotted are for Quicken Mac. There isn’t a single setting that controls this for the entire app, you have to configure it one account at a time, so you’ll find it in the account settings window and not in the app settings window.

MontanaKarl

@Sammy Be sure you have updated to the most current release. Your signature says version 9.0.3 but the current version is 9.2.2

Also, the account settings dialog does not all fit on the screen. You have to scroll to the bottom of the Downloads tab to find the money market settings.