This works seamlessly for PC users, unavailable for Mac users.
Can I designate a Fidelity® Cash Management Account as a checking account in Quicken®?
Quicken® recognizes a Fidelity® Cash Management Account as a checking account when you follow these steps:
From the Main Menu in Quicken, choose Tools > Accounts List.
Select the investment account to which you'd like to add a linked checking account, then click the Edit button.
On the General Information tab on the Account Details window, choose "yes" to "Show cash in a checking account." Quicken will prompt you to back up your data file.
Once the backup is complete, the linked checking account is created in Quicken with the same name as your investment account, plus the suffix "Cash." Click the OK button to save your changes
Can I designate a Fidelity® Cash Management Account as a checking account in Quicken®?
Quicken® recognizes a Fidelity® Cash Management Account as a checking account when you follow these steps:
From the Main Menu in Quicken, choose Tools > Accounts List.
Select the investment account to which you'd like to add a linked checking account, then click the Edit button.
On the General Information tab on the Account Details window, choose "yes" to "Show cash in a checking account." Quicken will prompt you to back up your data file.
Once the backup is complete, the linked checking account is created in Quicken with the same name as your investment account, plus the suffix "Cash." Click the OK button to save your changes
Statistics: Posted by Sammmy — Tue Aug 20, 2024 6:16 pm — Replies 11 — Views 611