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Simple Investment View drops my cash cash balance

The Simple Investment View always drops off my cash balance, I am constantly having to add it back in. Please help, do I need to change a setting?


  • sowellmg
    sowellmg Member ✭✭
    I'm having the same issue. Although, CASH for one of my accounts is still showing $0 after repeatedly trying to manually update.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @Kjo and @sowellmg

    Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.

    What does the total value of the account show?

    Do you see the holdings listed? What does the value over time section show? The more information you can provide the better able to assist the Community will be.

    -Quicken Tyka

  • Kjo
    Kjo Member ✭✭
    Yes I do see the holdings listed. and it tracks the value over time. However, the Cash does not show in the historical over time value as I have to keep manually adding it to the portfolio
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    @Quicken_Tyka I believe this is the same problem reported in this thread:
    This is my website: