Quicken 2017 linked checking acct

I have Q2017 and a pretty good-sized database. One of my investment accounts is at a brokerage and in the past there was a "sweep" fund that picked up any cash, but they did away with it and now any cash is moved to a "bank". So it seemed to me that a solution to updating my account would be to create a linked checking account per quicken help in the program.
According to the "help", this is done by selecting an option in the investment account settings which I did.
Quicken then started doing something (no idea what) in the background. Every so often a dialog box would pop up saying that a transaction could not be converted and did I want to delete it yes/no. I just started clicking no as there was no info at all on what transaction this would be and no idea what the result would be of deleting it. This went on for about 10 mins and no indication how much longer it would take. There was also a cancel dialog box displayed and after a few attempts on clicking it eventually it did stop whatever it was doing. There was no indication that the changes were rolled back or just what state the database was in after all this. So I blew the database away and restored the most recent backup of a few days ago.
I guess this is a warning not to try to change an investment account to use a linked checking account, unless someone has any more insight on just what Quicken is doing when you attempt to make this change and how to determine if it went OK or not.
I think what I want to do is just create a new checking account with zero balance and manually transfer cash from/to the investment account as needed.
scott s. .
Reply to
scott s.

Scott, Is this a RETAIL brokerage account? Or some sort of tax-deferred account (IRA, etc)?
AND, is this at Fidelity?
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danbrown
danbrown wrote in news:
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retail -- Schwab. They used to have a handful of "sweep" accounts that had ticker symbols and reported like a typical money market fund. In the past, online updates would never capture cash sweep events. I would have to enter the transactions manually so there are many "buys" mainly related to dividends.
scott s. .
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scott s.

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