Investing Report is Missing a Security

System

This discussion was created from comments split from: Missing Security from Investing Tab / Portfolio View.

DRMick

Trying to customize an investing report. Click customize, select Accounts, clear all, select desired account. Select Security, clear all, select CASH. It cannot select this security but it will select any other one. Any suggestions?

Quicken_Tyka

Hello @DRMick

Thank you for taking the time to share the details of your experience with the Community, although I apologize that you have not yet received a response.

We'll need a bit more information to be able to assist.

Please take a moment to review the information available here and post back to let us know what version and release of Quicken you are using.

What is the name of this security? What is the name of the investment report you are running?

The more information you can provide regarding this issue will help the Community to better understand and assist.

Thank you,

-Quicken Tyka

q_lurker

DRMick said:

Trying to customize an investing report. Click customize, select Accounts, clear all, select desired account. Select Security, clear all, select CASH. It cannot select this security but it will select any other one. Any suggestions?

What does that mean?  Does the security not appear in the list?  If it is in the list, when you click the box does the checkmark not appear?  Does the checkmark appear as if selected, but nothing shows in the report?

By default, there is not a "CASH" security.  There is a box to check for "No security (includes cash)".  Is that what you are trying to check?  OR did you create a security "CASH" that you use in some fashion?

If you created the security "CASH", what Security Type did you assign to it?