Asset Allocation - Rebalance Portfolio

System
System Member admin
in Investing (Windows)
This discussion was created from comments split from: Asset Allocation.
Tagged:

Comments

  • djhc12a
    djhc12a Quicken Windows Subscription 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 Quicken Windows Subscription Member ✭✭
    Mine does the same thing. It does not include any Asset Class I created.
  • Quicken Paloma
    Quicken Paloma Quicken Windows Subscription Alumni ✭✭✭✭
     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 Quicken Windows Subscription 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.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
This discussion has been closed.

Categories