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Asset Allocation Investments

bobjim50 Member ✭✭
edited May 2022 in Investing (Mac)
I like the new dashboard for investments. Just a comment. Cash should be included in the asset allocation pie chart.


  • jacobs
    jacobs SuperUser, Mac Beta Beta
    I observe that cash is included in the Asset Allocation Dashboard card and Allocation by Security card.

    It's only the cash within the investment account(s), though -- not cash in any banking accounts (like checking, savings or cash accounts). 
    Quicken Mac Subscription • Quicken user since 1993
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