Investment Portfolio doesn't include cash balances.

Chasmc

How do I get "Investment Portfolio" to include cash balances in each account.  Just updated from 2016 (which did) to 2019..

Jim_Harman

Group by account.
Click on Customize.
On the Securities tab, make sure No Security (includes cash) is checked.

Jim_Harman

Group by account.
Click on Customize.
On the Securities tab, make sure No Security (includes cash) is checked.

Chasmc

Thanks Jim,
That did it.  Glad I joined the group yesterday-was hesitant.
Thanks again for the quick and accurate answer.
Chasmc