Bond Asset Allocation ID

Question

Hello. Purchased US Treasury Bill and I thought I properly ID'ed it in the security type panel but in the "Asset Allocation" panel of the Dashboard for that account, in the pie chart it is still listed as "unclassified" rather than Domestic Bond. What did I do wrong? Thanks

Boatnmaniac · Accepted Answer

Try entering it into the Asset Class field.

Scalpel1 · Accepted Answer

OK, that worked. The field you mentioned in the security details pane was greyed out because I had "use download info for the asset class" checked. I did not know what it meant so I originally left it checked. I do not know why the security "type" at the top of the pane is clearly listed as bond but that info is not used as asset class?

In any case, all is well. Thanks.