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

Best Answers


  • lilykyao
    lilykyao Member ✭✭
    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
    Tom Young SuperUser ✭✭✭✭✭
    You need to group by Account on that page.  That will line out each separate Account's cash balance.
  • lilykyao
    lilykyao Member ✭✭
    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
    lilykyao Member ✭✭
    Thank you, you all, I finally got them balanced with all your help. With aloha and mahalo from Hawaii. Lily K Yao
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    I'm glad to hear it is working out for you now.  And Howdy to you from Texas. :smile:
    (QW Premier Subscription: R44.20 on Windows 11)
This discussion has been closed.