I am still not seeing my asset allocation graphic across both Brokerage and Retirement accounts

snsokstan
snsokstan Quicken Mac Subscription Member ✭✭
edited September 2023 in Reports (Mac)

I asked this question earlier but it's not solved:

On the left sidebar, i see INVESTING and then under that BROKERAGE AND RETIREMENT. The dollar amount next to INVESTING shows the sum of those two categores.

However, the "market value" on the top right of my screen when I have INVESTING highlighed only shows the amount in my BROKERAGE accounts.

However, when I have INVESTING highlighted in the left sidebar, and I have the Dashboard tab selected, the Asset Allocation pie chart in the lower right is only showing the asset allocation for my INVESTING account. The assets in my RETIREMENT accounts are not included.

How can I see my asset allocation across all my inesting accounts on that pie chart?

The only place I see the sum of the brokerage and retirement accounts is just adjacent to INVESTING in the left sidebar.

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