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Subject Author Date
replacing cash fund in account Jeff 06-01-2007
Posted by charles on June 4, 2007, 1:19 am
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>In my broker investment accounts they have a sweep fund into which they
>sweep loose cash into. It is sort of a money fund .
>
>Well they just changed the money fund they use to a different fund. How
>do I deal with this in Quicken Deluxe 2006? Do I change the name of the
>money fund? Or do I transfer the assets from the old fund into the new
>fund - and if so, how exactly do I do that?
>
>Thanks.
>

I had the same situation with a brokerage account recently and just
entered a Reminder transaction which seemed to do the trick.



Posted by Jeff on June 3, 2007, 11:19 pm
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>
>>In my broker investment accounts they have a sweep fund into which
>>they
>>sweep loose cash into. It is sort of a money fund .
>>
>>Well they just changed the money fund they use to a different fund.
>>How
>>do I deal with this in Quicken Deluxe 2006? Do I change the name of
>>the
>>money fund? Or do I transfer the assets from the old fund into the new
>>fund - and if so, how exactly do I do that?
>>
>>Thanks.
>>
>
> I had the same situation with a brokerage account recently and just
> entered a Reminder transaction which seemed to do the trick.

Thanks. I'll have to look up and see what a reminder transaction is.

Jeff



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