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On the Investing Portfolio page, where can I find the breakdown of the cash balance amount?

lilykyao

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Accepted answers

Boatnmaniac

In Investment Portfolio, click on "Options" at the top right. Then click on "Customize Current View" and then click on the "Securities" tab. If "No Securities (includes Cash)" is not checked, check it and then click "OK".

Assuming you select Show "Value" and the Accounts Group view you will not see a line summarizing all cash in all accounts. But cash will be listed for each investment account. To see what Cash an account has, expand the account by clicking on the triangle to the left of the account name and the Cash line will be below the list of securities you have in it.

In the other Group views there will be a line summarizing all the cash in all the accounts.

Sherlock

If you haven't already, I suggest you open the portfolio view, select Customize, the Securities tab, check No Security (includes Cash), and select OK.

All comments

lilykyao

I added all cash balance of all my investments portfolio accounts, but this total can't reconcile with the cash balance on the Investing Portfolio page.

Tom Young

You need to group by Account on that page. That will line out each separate Account's cash balance.

Boatnmaniac

In the other Group views there will be a line summarizing all the cash in all the accounts.

Sherlock

If you haven't already, I suggest you open the portfolio view, select Customize, the Securities tab, check No Security (includes Cash), and select OK.

lilykyao

I did what you told me, the total cash amount disappeared from the summery page. But the total investing amount on the all transactions page showing net worth still has the wrong total. I added up the cash balance on each account plus the securities value still is less than what it shows under all transaction page next to the securities summary.

lilykyao

Thank you, you all, I finally got them balanced with all your help. With aloha and mahalo from Hawaii. Lily K Yao

Boatnmaniac

I'm glad to hear it is working out for you now. And Howdy to you from Texas.