> @Boatnmaniac said:
> @WindowFinance - If you use and previously set Target allocations on the Allocations screen of Investing, you will probably see that all of your previously set Targets are now showing 0% and that 100% is now entered for Unclassified. This happened when the Custom Asset Classes was implemented with R30.9.
This is good information. I just posted in another thread that my targets had disappeared, and restoring a database backup doesn't help. "you will want to reenter" .. actually, I don't want to reenter, but will if I could enter the target number I had there at last reallocation. Since I trusted Quicken to keep up with that info, that information seems to have been lost.
> Yes, the deletion of the targets should not have happened.
That you are with me on the deletion issue (and the other impact of the flawed custom class implementation) leads me to take your post as well intentioned. I will say, though, that I don't need a clinic on asset allocation theory.
I do data analytics on performance relative to asset allocation, etc. and having the actual numbers I was using is important. I don't want to be reduced to "this is what I think it was". Shame on Quicken for not acknowledging this problem, and for not taking steps to warn the user to capture this data before upgrading. At the very least, they should publish steps that one can take to run a pre-R30 backup against a pre-R30 version of Quicken just to capture this information again.