asset allocation and goal comparison
So - I have had quicken 2017 for a month and was interesting is moving my investment to a more balanced allocation. After setting my goals and importing data from my institutions, it showed my actual (accurately), my goals and the difference - this is on the main allocation tab. About a week ago, it has my allocation at zero for every category, but 100% for cash - the goal is still correct, but obviously the difference is off. The odd thing is that when I go to the Investment Asset Allocation report it has my actual allocation accurately in all the proper buckets. Did I somehow flick some switch I didn't know about? Your help is appreciated as I would love to see the Actual, Goal and Difference all on that one page. Thanks - D
This discussion has been closed.