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9.2 New investment feature greyed out

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This discussion was created from comments split from: Schwab Government Money SWGXX can't be treated as cash.

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goshawk

I tried to use the new feature that treats SWGXX as an investment. Followed the steps through the complete sequence of popup windows. Result? No change at all. My SWGXX balance is still shown as cash. The blue checkbox that Quicken says I should uncheck remains checked, and I can't uncheck it; options are grayed out.

OP wants it one way (treat as cash), and can't get it to work. I want the reverse (treat as investment), and can't get it to work.

Something's wrong with Quicken's process.

Quicken Kade

Hello @goshawk ,

I appreciate you bringing this issue to the community. Due to the nature of this issue, it is recommended that you contact Quicken Support directly for further assistance, as they can walk you through troubleshooting steps in real time and escalate the situation as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday. I apologize that I could not be of more assistance!

Thank you for providing this information!