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Asset Allocation - Rebalance Portfolio

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

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djhc12a

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.

Portfolio Rebalance.PNG

rdk

Mine does the same thing. It does not include any Asset Class I created.

Quicken Paloma

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

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.