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How to have CD bank account show as Investing in Asset Allocation
I've tripped over this before, but as I move cash into CDs - it is harder to see the overall "investment" asset allocation picture with regard to "cash".
Since the CDs are acquired thru normal banks, they appear as part of the bank account, along with Checking, Savings, MM, and CDs.
It's too bad that these investment type accounts can't be split off, as they really represent "investments" and not the usual "banking" type of accounts and transactions.
And yes.... you can "display" them as part of the lower list of accounts - Investments - but they are still considered part of the banking world.
Quicken 2020 Deluxe - Subscription - Windows 10