Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Investing (Windows)
Asset Allocation Report including investing and banking accounts?
unknown
I am trying to create an asset allocation report to include all my Quicken accounts - investing and banking, but I can't find a way to get both banking and investing accounts included in the same report.
Anybody know if/how this can be done? I'm not looking to reclassify the bank accounts as investment accounts, only to have them included in the asset report.
Quicken 2017 Premier, Windows 10
Thanks
Find more posts tagged with
Comments
q_lurker
I don't believe you can have it both ways. To get the banking accounts into the Investment Allocation report, you need to change their "intent" to Investments -- Edit Account Details, Display Options.
That is not significantly difficult such that you could switch it back and forth when you needed the report, but that would still be an irritation for me.
Option 2: Keep a cash account under the Investments section most of the time with $0 balance. When you need the bigger allocation picture, add (edit) a transaction to supply the needed cash amount. Delete (edit) the transaction afterwards. Still not ideal, but possible.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of