Brokerage cash balance Mac v Win

I haven't used Quicken Mac, but I have a different opinion of Quicken Windows "Show cash in a checking account" option. It was put in because of a limitation in Quicken Windows.

In Quicken Windows "investment registers" started out as "investment lists" and to this day they still refer them that way. Basically, instead implementing a robust investment register Quicken Windows "investment register" was built up in not so ideal a manner. If you look at some of the investment actions you can even see that they made some attempt at doing checking account kinds of operations in the investment register, but never really followed through. This hodgepodge not only resulted in an investment register that couldn't handle checking account operations, but it also resulted in a poor performing investment register. The "virtual checking account" was their workaround. Just like a more recent workaround was that because they couldn't do a decent multiple select in that hodgepodge register, instead if you want to edit multiple transactions you select Edit Transactions from the menu, and it pops up a window so that you can do the multiple select there.

And I should point out what is really happening with this virtual checking account. The downloading of transactions is to the investment account, but when it sees a "cash transaction" it pushes it to the virtual checking account. The information coming from financial institution isn't a brokerage account and a checking account, it is one brokerage account.

As I understand it, Quicken Mac was designed to allow "checking functions" in the investment account, which is a much better approach.

With all that being said I will go back to the original problem.

Primary brokerage is Fidelity. The cash accounts are picking up dividend deposits from investments but not showing the "Fidelity Government Money Market" deposits any longer. Everything shows up in the Brokerage account section.

My guess would be that this has nothing to do with Quicken Mac and everything to do with the fact that Fidelity is trying to change over to a different connection type and it isn't going well. There are very long Windows threads talking about this problem. If anything, it seems that Quicken Mac is handling some of this better just based on the less amount of complaints.

At this point I believe the migration to the new connection type has been put on hold. It is at least for Quicken Windows.