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Asset allocation report

GaryG@ · 2025-03-24T19:05:48+00:00

* " no asset class" row, at bottom of report, has a non-zero value, even though I do not have any securities without an assigned asset class * there is no place to enter "expected return" and "expected risk" for asset classes, whether the asset class is user defined or provided by quicken, thereby causing "unknown" at…

GaryG@

" no asset class" row, at bottom of report, has a non-zero value, even though I do not have any securities without an assigned asset class
there is no place to enter "expected return" and "expected risk" for asset classes, whether the asset class is user defined or provided by quicken, thereby causing "unknown" at bottom of asset allocation report

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Quicken Kristina

Hello @GaryG@,

Thank you for letting us know you're seeing this. To better assist, could you please provide more information about the issue? If possible, please include a screenshot to help illustrate the problem. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

I look forward to your response!