Cash management in Quicken for Mac

travelinandy
travelinandy Quicken Mac Subscription Member
in Budgeting and Planning Tools (Mac)

I want to be able to view or create a report that shows me how much cash I have in one place. I hold cash in a checking account but also within brokerage accounts that have other assets. I haven't been able to figure out how to see all of this in one place. You'd think I'd be able to create a report, but that failed. I've tried looking within portfolio view, creating a net worth report, but none seem to work. I've been using AI, and it's coming up empty. Anyone else have any ideas?

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    The portfolio view for the Investing account group will show how much cash you are holding in your investment accounts if you sort it by security. For Banking accounts you could use a Net Worth report edited to only include the relevant accounts. You'd have to combine those two results yourself but that would get you 99% of the way there.

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