Investing>Allocations tab excludes cash held in brokerage accounts (QW2018)
Cash held in brokerage accounts is not included as part of the cash component of the portfolio on the Investing>Allocations tab. This is the case because the drop down box for selecting securities does not include the "no security-includes cash" option. As such the rebalance portfolio option there will also be incorrect when cash is held in brokerage accounts.
Quicken Premier Subscription, Windows 11 Home
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