Asset allocation chart?

tmplee

QM 2007 can produce a nice asset allocation pie chart. I can't find anything like it in "new" Quicken (5.12.2). Yes, I know I could make an asset allocation report, export it to csv, import it into LibreOffice (my current favorite office suite), and generate a pie chart, but that's a lot of work! Is it in "new" Quicken somewhere that I haven't found? (In fact, it looks like "new" Quicken doesn't have most of the charts/graphs that are in QM 2007.)

jacobs

You are correct that Quicken 2019 generally doesn't have charts (other than the graphs of investment value visible on any investment account or group in the Portfolio view). There is no asset allocation chart, so you'd need to export your holding to a spreadsheet program to generate a pie chart.

jacobs

You are correct that Quicken 2019 generally doesn't have charts (other than the graphs of investment value visible on any investment account or group in the Portfolio view). There is no asset allocation chart, so you'd need to export your holding to a spreadsheet program to generate a pie chart.

martianewell

Hopefully this is getting addressed in the reporting engine for Mac?????

jacobs

So far, there are no reports for printing that include charting options. The product manager has hinted that they will be working on so-far non-existent investment reports, but whether those will include any charts/graphs is yet to be seen.

luyendyk

I also would like to see a report with a pie chart or even % of holdings in the portfolio window. Seems basic and surprised this is missing in QM 2109