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Quicken Deluxe-2018-Version R8.10-Build 27.1.8.10 Cash in an account is not showing up on the portf

Unknown
Unknown Member
edited September 2018 in Investing (Windows)
On Windows 7.  The remaining cash balance in an LPL account shows up correctly on the bottom right hand corner of the transaction page; however, that balance does not show up on the portfolio view.  So my portfolio balance is off by the amount of cash.  I do not use a linked checking account.  Not sure when this started occurring.  Any suggestions on how to get the cash balance included under the specific account on the portfolio view?

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018
    Customize that Portfolio view. Under the Securities tab make sure that an entry named "No Security (includes cash)" is checked.
  • Unknown
    Unknown Member
    edited May 2018
    Woohoo!  Amazon will never match your customer service!!  You fixed my problem in minutes after I spent most of this afternoon searching for the answer!  
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