Cash on Asset Allocation Report

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Analytical001
Analytical001 Member ✭
edited December 2022 in Investing (Windows)
On the Asset Allocation Report there is a line simply listed "Cash." Is there a way to drill in and find in which accounts the cash is located?

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    "Cash" might literally be cash held in an account ... or it could be cash held within a mutual fund.
    You might try de-selecting your investment accounts (via customizing the report) until the answer to your question is found.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
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    Another way is to look at the customize report dialog showing the included investment accounts.  Are any of them type: bank or other non investment type of account?  If so, those could be the ones winding up on that "cash" line.

    Quicken Business & Personal Subscription, Windows 11 Home

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