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A custom asset class is not shown in the Rebalance dialog

Ellary Kahan

I created a custom asset class, Mid Cap Stocks, and set a value for it in my target allocation. But when I look at the Rebalance portfolio dialog that class does not appear. So the totals are not included in the percentages throwing the percentages and the total rebalance dollars off.
This is a bug a bug that needs to be fixed.

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Jim_Harman

This has been a problem ever since custom asset classes were introduced in 2021.

Please see and vote on this Idea
https://community.quicken.com/discussion/7884803/include-custom-assets-when-rebalancing-portfolio

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