Good morning.
Does anyone know first-hand if a Fidelity cash management account will show up in Quicken as a bank account, instead of an investment account, and if it does show as banking, will the core position (SPAXX most likely) show as available cash?
We have a Fidelity brokerage account already, which we use for bills, payroll deposits, etc., but I kind of have to jump through hoops a little on how I use it in Quicken for this purpose as it shows up as an investment account, of course, and my core position (FZFXX) doesn't show up as cash.
This isn't a big problem for sure, and I am not going to go back to a normal bank, but if the cash management account core position will show in Quicken like cash, then I'll open one of those.
Thank you
Does anyone know first-hand if a Fidelity cash management account will show up in Quicken as a bank account, instead of an investment account, and if it does show as banking, will the core position (SPAXX most likely) show as available cash?
We have a Fidelity brokerage account already, which we use for bills, payroll deposits, etc., but I kind of have to jump through hoops a little on how I use it in Quicken for this purpose as it shows up as an investment account, of course, and my core position (FZFXX) doesn't show up as cash.
This isn't a big problem for sure, and I am not going to go back to a normal bank, but if the cash management account core position will show in Quicken like cash, then I'll open one of those.
Thank you
Statistics: Posted by physics911 — Mon Aug 19, 2024 8:03 am — Replies 1 — Views 95