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Investing/portfolio list grouped by security includes unwanted cash line item

markrand925

I set up a list of equity mutual funds in Investing/portfolio grouped by security. Set up in Q2016 it has always displayed only the funds. As a new user of QWin, this portfolio list now includes a last line for Cash. I have deselected cash. Is there a way to remove the line item? Thanks to all.

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Jim_Harman

Click on Customize then pick Securities and de-select "No Security (includes Cash)"

The Cash line will remain but it should be zero.

In earlier versions of Quicken the cash was not displayed when grouping by security even if "No security (includes cash)" was selected.

markrand925

Thanks Jim for the very fast reply. Too bad the cash line will remain though. I’ve been a Quicken user since app. 2006. Subscribed two days ago when Q2016 expired. Don’t understand the rationale for this unwanted line item. Do you know of one?

Jim_Harman

As I said in my edited post above, before they made this change if you had any cash in your investing accounts there was no way to show it if you grouped a portfolio view by security. This led to confusion because the total of that view did not equal the total in the Account bar or the total when you grouped by something else. Also IIRC if you grouped by account, the cash was always included; there was no way to NOT show it. The change fixed both of those issues.

It would have been even better I suppose if the Cash line was removed entirely if you grouped by security and there was no cash in the selected accounts or No Security was de-selected. I have been reluctant to ask for that change for fear of re-breaking the fixes.