Vanguard Cash Plus Account in MD Information

avp2's Avatar

avp2

01 Feb, 2025 05:55 PM

Trying to find out how, or can, a Vanguard Cash Plus account be setup in MD. It appears this type of account provides OFX direct connect transaction download, but shows as an Investment (rather than the Cash or Bank account it is) in Quicken - and has some transaction viewing/handling problems. I don't find any mention of it being tried in MD, or Quicken info newer than about July of 2023, so wondered if any other MD users have tried it and would describe how it went.

  1. 1 Posted by avp2 on 18 Feb, 2025 05:00 PM

    avp2's Avatar

    Got it set up. As far as MD is concerned, works and looks, like an Investment account.

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