Rebalance with Custom Asset Classes

I use custom Asset classes and when I go to rebalance it only uses the "stock" asset classes. is there a way to rebalance in the system using my custom asset classes?

Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    You have to do the calculations to get amounts from the percentages manually since they didn't update that part of Quicken when they added the custom asset classes. 
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    You have to do the calculations to get amounts from the percentages manually since they didn't update that part of Quicken when they added the custom asset classes. 
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/