Improvements to Quicken Home and Business

In the tally sheet on the left, give the option (in a drop down menu) to allow the user to select either "Market value" or "Cask Balance".
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  • smayer97smayer97 SuperUser
    edited January 9
    Are you referring to the sidebar?
    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

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  • edited January 9
    Yes, I am.
  • UKRUKR SuperUser
    edited January 10
    And why, in an investment account, would I want to see the available Cash Balance instead of today's Net Worth (= Market value of all securities + uninvested Cash - Margin loan balance)?

    By the way, for regular investment accounts (not retirement accounts), this feature already exists.
    All you have to do is select to show "Cash in a separate checking account".
  • edited January 15
    Does not achieve the functionality I need.
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