I asked on this list about a problem I was having with the "Cash Representation" button not showing up. Below is the response I got from Quicken tech help.
My question then is : Is there some "other" way to instruct Quicken to treat the money funds as cash instead of stocks when it accepts the downloads from the broker. Does anyone know? A setting or different definition of the money fund "security"?
Jeff ....................
"Thank you for contacting Quicken Customer Care.
Jeff, I understand that you see some accounts with a Cash Representation tab while on others you do not see it. This is a known issue with Quicken, which has been reported to the development team. Some clients cannot see the Cash Representation tab at all, while you say it is visible in your Quicken.
Quicken.com still mentions the Cash Representation tab which does not ever show up uniformly. There is nothing wrong with your copy of the software. It has been an issue with Quicken in general, Jeff.
If you need additional assistance, please reply to this e-mail or visit our support site at
Steps in Quicken:
- Open an investment account by clicking on it's name.
- Go to the "summary" tab and click it open
- Scroll down to the "Cash" link at the bottom of the screen (just above the totals).
- Click on the "Cash". This opens a window labeled "Update Cash Balance".
Problem: In some of my investment accounts when I do the above steps the "Update Cash Balance" window that opens contains a button at the bottom (3rd from the left) called "Cash Representation".
In other investment accounts (same file, same broker, same everything) when I do the above steps the "Update Cash Balance" window that opens does not contain a button at the bottom called "Cash Representation". Where the button should be there is instead just a BLANK SPACE. I attached 2 screen shots of the "Update Cash Balance" windows for you to see. .................