Asset Allocation

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?

Best Answer

Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    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?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • 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
    NotACPA SuperUser, Windows Beta Beta
    edited April 2020
    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.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • 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
    NotACPA SuperUser, Windows Beta Beta
    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.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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