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Posted by John Pollard on October 18, 2006, 9:38 am
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>I see in Q2006 help that there is an option to track a money
>market
> fund as a cash balance. (In Help, search for "brokerage fund
> cash
> balance" and see the #1 result.)
>
> It says that not all brokerage houses offer this option, and
> tells how
> to enable it when first setting up the account for online
> download.
>
> Questions:
> How can I find out if a brokerage house does offer the option?
Outside of enlisting Quicken's help, I think the only
alternative is to call the brokerage and hope one of their tech
support people know the answer. But, I don't think that's
necessary.
> How can this option be turned on in an existing account?
> There is
> some discussion of this in Q2006 help, but it's not clear to
> me.
I think that if the fi offers the capability, Quicken knows it.
To see if the fi has the capability, and to take advantage of it
if they do; open the account to the Transactions tab, click
Investing > Investing Activities > Update Cash Balance.
If you see a button at the bottom of the resulting dialog box
labeled "Cash Representation", that means the fi has the option.
Click that button to change how cash is treated in the account.
[I'm not sure how Quicken is notified about the option, so I
don't know what happens if the fi adopts the option after you do
your first download to the account. My guess is that either it
is transmitted when other fi information is refreshed (I think
Intuit said every couple of days) ... or you would have to setup
a new account and do a first download to it.]
--
John Pollard
First initial underscore Last name at mchsi dot com
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