investment account market value and cash report

Sonu

I'm using Quicken Classic on Windows.

I'd like a very simple report with 3 columns - investment account name, market value, and value of cash and cash equivalents. I know the INVESTING > PORTFOLIO view shows cash for each investment account when expanded, but this is inconvenient when there are many accounts, so I'm looking for the simple 3 column report described above. So far I have not seen any solution for this. How can this be done?

Jim_Harman

Sorry, there is no built in report like that in Quicken, with one row per account and a column for the cash.

Also how do you define "cash equivalents"? Does it include cash held in money market funds for example?

You could set up a Portfolio view grouped by Accounts and including the columns you want then export to Excel and manipulate the data there.