Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Investing (Windows)
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..
Find more posts tagged with
Accepted answers
Jim_Harman
Group by account.
Click on Customize.
On the Securities tab, make sure No Security (includes cash) is checked.
All comments
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
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
