Asset Allocation - Rebalance Portfolio

This discussion was created from comments split from: Asset Allocation.


  • djhc12a
    djhc12a Member ✭✭
    I selected Rebalance portfolio from the Asset Allocation. In the popup window, the first table that shows adjustments to Target does not match the asset allocation graph/table.

    I had added a custom category of "Mid Cap" to my Asset Class last year, but it does not show up in the first table. Also, the "Current %" column does not match remaining categories. See attachment.
  • rdk
    rdk Member ✭✭
    Mine does the same thing. It does not include any Asset Class I created.
  •  Hello @rdk and @djhc12a

    Thank you for reaching out to Quicken Community. We apologize you are having this issue. To obtain a better understanding of this issue could you submit a bug report, please? To do this select Help >Report a problem. 

    Thank you!

    -Quicken Paloma
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Even though the Quicken developers have recently add custom asset classes, the allocation rebalancing hasn't been updated for this.  This has been noted in other threads.

    You should submit a bug report like @Quicken Paloma suggests, but note that they only way you can currently do the rebalancing is if you calculate it yourself manually.
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: