Rebalance with Custom Asset Classes

John Hawe
John Hawe Quicken Windows Subscription Member
in Investing (Windows)
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?
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Best Answer

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription 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. 
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    This is my website: http://www.quicknperlwiz.com/

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription 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:
    This is my website: http://www.quicknperlwiz.com/

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