Asset Allocation

Bob from Missouri

I hold several seller financed mortgages.
I have listed them under Property & Debt - individually and define them as Asset.
They do not show up on my Asset Allocation graph.

What do I need to do have them included on my Asset Allocation graph?

NotACPA

Just looked.  The full name of that report is "Investment Asset Allocation" and it only includes investment accounts.

BUT, if you do TOOLS, Account List and click the EDIT button adjacent to each of those loan accounts, then click "Display Options", in the "Account Intent" section there's an option to select "Investment" instead of "Asset" in the Account Intent.

See if that helps.

NotACPA

How do you have them recorded in Q?  What type of account(s)?

And, what Q product are you running and what build of that product?  Do HELP, About Quicken for this info.  AND, if it's there, what's your "Valid Thru" date?

Bob from Missouri

Just updated today to latest version of Quicken - valid for one year through April 28, 2021. Previously using Quicken 2017.

Recorded under Property & Debt.
Asset

NotACPA

Check the options for that graph to make sure that those accounts are included.

BTW, where in MO are you?  I grew up in the STL suburbs ... but I haven't lived there since 1969.

Bob from Missouri

Only accounts that show up are: Investing
The Property & Debt do not show up!

I live in Des Peres.

Where did you go to high school?

NotACPA

John Burroughs.

I lived in Kirkwood from age 4 thru 7th grade, and then moved to Oakland.  My family moved to Italy after I graduated from JBS, and then VERY briefly back to Oakland before moving to Washington DC.

I was in DC for 7 years then SF for 13 years and I now live in Nashville.

Let me look again into your issue.

NotACPA

Just looked.  The full name of that report is "Investment Asset Allocation" and it only includes investment accounts.

BUT, if you do TOOLS, Account List and click the EDIT button adjacent to each of those loan accounts, then click "Display Options", in the "Account Intent" section there's an option to select "Investment" instead of "Asset" in the Account Intent.

See if that helps.