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How to see which investment account has Cash to invest

Miguel

Hi
I am using Quicken Deluxe 2020.
When I am looking at the Asset Allocation in the Investing module, I want to drill down to Cash to see which account has the cash available.
When I do it, it drills down but does not show any account (when in fact the cash available is distributed in different account).
It this a bug?
How can I see which account has cash available in a report or view?
Thank.

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Accepted answers

rickpwilson

You can create a report for this:
Select the Account Balances Report from the Net Worth and Balances heading from the Quicken Standard Reports
Customize the report and select all the Investment Accounts you want to report on.
Customize the Securities Tab, clear all securities other than "No Security (Includes cash)
Set the date range to Include All Dates.

That should give you a list of all Investment Accounts cash balance.

All comments

gooddog50

Hi Miguel,
Let me confess my ignorance of the Canadian Windows version up front. But, do you have an investing tab that has your portfolio accounts? If you do, choose the Portfolio tab and you can use the drop down menu to select Value (for example).
At least on the U.S. version, that exposes each and every account to the residual cash in each account.
If your version is considerably different, my apologies. I'm sure one of the moderators or wizards on this forum will be able to assist.
Good luck,

rickpwilson

Miguel

Thank you all..