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Re: How to fix Total market value for securities showing double what it should be?
I can only guess as to what's causing this, but my guess is that the security purchases are recorded as "Add" actions instead of "Buy" actions. A Buy action reduces cash, an …1 -
Re: Another Schwab Issue: SWVXX is a SECURITY, it is NOT CASH [Edited]
Since the Schwab Government Money Fund is really used as a sweep fund, (sweeps happen without your intervention), treating that fund as cash makes sense. You might be able to change this by followin…1 -
Re: New home purchase - confused how to enter settlement statement totals
Google "HUD-1 which costs are included in capitalized cost of house" and you'll get lots of information about how to read your settlement statement and what gets capitalized as the bas…1 -
Re: Another Schwab Issue: SWVXX is a SECURITY, it is NOT CASH [Edited]
Certainly that's correct for a real "sweep" situation but it doesn't work if you must initiate buys and sells in the MM fund. Going the "recommended" route, Quicken sho…2 -
Re: Another Schwab Issue: SWVXX is a SECURITY, it is NOT CASH [Edited]
If you have a true sweep situation - which is not the case with SWVXX - then treating the fund as cash is fine. With SWVXX the customer has to initiate buys and sells and wait a day for settlement. …1
