Schwab One checking acct - cash

Quicken Windows Subscription Member ✭✭
edited April 2021 in Download, Add/Update Accounts (Windows)
Is there a way to setup a Schwab 1 account as a checking account? I already have it set up as an investment account, but would like to use the check register function that quicken provides to track the cash balance in the account.
thanks

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Best Answer

  • Quicken Windows Subscription Member ✭✭
    Answer ✓
    yes, thats what I want, How does that get set up?

Answers

  • Quicken Windows Subscription Alumni ✭✭✭✭
    edited April 2021
    usually a Schwab investment account has a "linked" Schwab checking account - vs "cash" in the investment account -
    [EDIT] - updated topic title to better reflect the actual Q&A


  • Quicken Windows Subscription Member ✭✭
    Answer ✓
    yes, thats what I want, How does that get set up?
  • Quicken Windows Subscription Member ✭✭
    thanks, I that worked, ignore the last question
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