How to show cash balance in porfolio?

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DH
DH Member ✭✭
edited May 2021 in Investing (Windows)
Quicken 2017 used to show the cash balance in each account in portfolio view. When I upgraded to the subscription version the cash disappeared. How do I get the cash balance of each account to show again in portfolio?

Best Answer

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
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    In the Portfolio view click the Customize button.
    Select the Securities tab.
    Click the first security named "No Security (includes Cash)" to put a checkmark on it.
    The portfolio view will now have an extra line, "Cash", showing the cash balance in your investment register.
    Repeat for any other Portfolio view that you use frequently.

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    In the Portfolio view click the Customize button.
    Select the Securities tab.
    Click the first security named "No Security (includes Cash)" to put a checkmark on it.
    The portfolio view will now have an extra line, "Cash", showing the cash balance in your investment register.
    Repeat for any other Portfolio view that you use frequently.
  • DH
    DH Member ✭✭
    Options
    Thanks for the help.

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