How to configure the view to see the cash balance in INVESTING page for each account?

mmotavvef

I used to see the cash balance in my portfolio in investing page. I do not see it anymore. It only shows the shares of the securities I own.

Jim_Harman

In QWin Subscription R21.17, in order to see Cash in an Investing > Portfolio view, you must customize the view to include "No Security (includes Cash)" in the selected securities.

I think in other recent versions, the No Security selection was not available and you had to select All Securities to see the cash. 

mmotavvef

That did work when I select All Securities. Thanks Jim.

Jim_Harman

In QWin Subscription R21.17, in order to see Cash in an Investing > Portfolio view, you must customize the view to include "No Security (includes Cash)" in the selected securities.

I think in other recent versions, the No Security selection was not available and you had to select All Securities to see the cash. 

mmotavvef

That did work when I select All Securities. Thanks Jim.