Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Investing (Windows)
Asset Allocation Categories
Diver42420
I'd like to see a simpler view of my asset allocation and pie chart. Does it have to break it down into large-cap and small-cap? I'd like to just see US stocks, US bonds, Intl Stocks, Intl bonds, and cash. Any way to do that?
Find more posts tagged with
Investments
Accepted answers
Jim_Harman
Unfortunately there is no way to get Quicken to combine asset classes.
However if you want to break down your portfolio into just 4 asset classes, you can set the allocations manually for each of your securities and only assign the classes that are meaningful to you. You will be stuck with Quicken's names for the classes though.
Or you can export the Investing > Asset Allocation report to Excel and combine the asset classes there. [edited]
All comments
Jim_Harman
Unfortunately there is no way to get Quicken to combine asset classes.
However if you want to break down your portfolio into just 4 asset classes, you can set the allocations manually for each of your securities and only assign the classes that are meaningful to you. You will be stuck with Quicken's names for the classes though.
Or you can export the Investing > Asset Allocation report to Excel and combine the asset classes there. [edited]
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
