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- When you enter a buy transaction, or any other transaction that requires cash, Quicken automatically uses cash from the linked checking account to pay for the transaction. Likewise, when you receive cash in your investment account, Quicken will record it in the linked checking account.
- To receive interest payments or money market fund dividends, you should enter an Income transaction in the investment account transaction list. These transactions will be used to track the performance of your cash management account in the regular investment income reports.
- To reconcile the accounts, reconcile the linked checking account. The investment account maintains a cash balance of zero, so you can't reconcile it.
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