Investing>Allocations tab excludes cash held in brokerage accounts (QW2018)

Bob_L
Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭
edited November 2018 in Investing (Windows)
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 Business & Personal Subscription, Windows 11 Home

Comments

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
    QWin Premier subscription
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