Cannot add transactions to my Fidelity Cash Management Account

jkyle
jkyle Quicken Mac Subscription Member ✭✭
in Errors and Troubleshooting (Mobile)

Ok, the issue is that the Cash Management account shows up in Quicken Mobile as an investment account and, it appears, you cannot add transactions to an investment account in Quicken Mobile iOS.

Is there any way around this? one of primary uses I'd like for quicken mobile is tracking ATM withdrawals from my Cash Management account into my manual "cash" account.

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Answers

  • jkyle
    jkyle Quicken Mac Subscription Member ✭✭
    edited May 8

    Oh, and the Cash Management account also isn’t available as a transfer category. So you can’t create the transaction on your cash account as a transfer.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @jkyle,

    Thank you for reaching out! Unfortunately, investment transactions are not currently supported in Quicken on the Web or Quicken Mobile. There aren't any good work arounds for it.

    Since it downloads as an investment account, a possible workaround would be creating a manual checking account to track your CMA. This would create extra work, since you'd have to fill in the information manually, rather than being able to download it. Additionally, if you keep the investment account connected, it would throw off your net worth, since the manual account would functionally double count your transactions.

    There is currently an Idea post asking for the mobile app to support investment transactions:

    https://community.quicken.com/discussion/7972267/enable-investment-transaction-sync-dividends-interest-for-quicken-mobile-web-reports

    I recommend adding your vote and a comment with your use-case. Ideas that get enough votes may be implemented in the future!

    I hope this helps!

    Quicken Kristina

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