Any way to fix how morningstar x-ray identifies my muni bonds in premier?

Question

I've been using quicken premier for awhile now and I notice that the Morningstar x-ray feature identifies all the municipal bonds as cash. is there any way to correct this?  They are properly identified on the security list.

Larry Woodbridge · Answer

Thanks.  The way I identified x-ray was classifying muni bonds as cash was to isolate x-ray to work only on the account where I held the bonds.  Looks like there's no solution.

q_lurker · Answer

Which validated my expectation.  Including only one bond (not bond fund) came back with the message "At least one investment account with exchange traded securities needs to be selected ..." (or words pretty close to that).  I don't think most (any?) municipal bonds qualify as exchange traded securities.

The OP asked about "municipal bonds", not bond funds.  Various bond funds, I find with some cash (1-5%) but mostly bonds.

And the answer to OP's question become -- No you can't do anything about how Morningstar classifies the securities.

Jim_Harman · Answer

One way to tell how the X-ray is treating a security is to include only that security at the top of the X-ray window.

Also you can go to Morningstar's website and enter the ticker to see how they classify it. Generally M* is better at classifying stocks than bond funds.