W[h]ere is the Investing Tab in Quicken for Mac?

nohablotaxes
nohablotaxes Member ✭✭
edited February 2021 in Investing (Mac)
I am used to Quicken for Windows. When you open the app, there is a tab at the top called "Investing." When you select that tab, your portfolio is shown below segmented by types of investments, such as Domestic Bonds, and then your investments in that category are shown. I cannot find this in Quicken for Mac. Is it available?

Answers

  • nohablotaxes
    nohablotaxes Member ✭✭
    Hi RickO,

    Thanks for your help. What I need to do is rather than select Group by Asset Type, I need to choose Group By Asset Class. I then need to go into each asset and edit Security to the appropriate class.
This discussion has been closed.