Does Quicken no longer provide a target investment allocation?

Does Quicken no longer provide a target investment allocation?

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Exactly what are you looking at?

    When they put in the feature of custom asset classes they did drop some features and some are out of date and don't calculate correctly.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    The feature to set a target allocation is still there under Investing > Allocations. But there is no default target. You have to create it.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • RJS - Thanks for the confirm. At one point I thought it used to provide a target allocation based on how you answered all the questions. Looks like I need to go out to a separate website now and then load into Quicken...
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    RJS - Thanks for the confirm. At one point I thought it used to provide a target allocation based on how you answered all the questions. Looks like I need to go out to a separate website now and then load into Quicken...
    That feature was lost when they put in the custom asset classes.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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