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Custom Asset Class Not Appearing on Asset Allocation Chart

richradi

I changed a custom asset class to "Real Estate", but it is not showing up on the doughnut chart on the Asset Allocation section of the Investing page. Rather, it is showing up as "No Asset Class". I double checked the securities and they are properly coded as Real Estate. Any ideas on how to fix this?

Interestingly, when I run an Asset Allocation report, the Real Estate asset class is shown on the report correctly, and it is included in "Other" on the doughnut chart.

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Comments

Quicken Kristina

Hello again,

Due to the lack of response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you!

Quicken Kristina

Hello again,

Checking in once more before this thread is closed. Let us know if you still need assistance.

Thank you!

Quicken Kristina

Hello @richradi,

I haven't seen a response from you. Do you still require assistance?

Thank you!

Quicken Kristina

Hello @richradi,

Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information.

Do you have other custom asset classes?
- If you do, are you seeing the problem happen with them also, or only with Real Estate?
- Does this happen with any customer asset class that you edit?
When did you first notice this issue?
Does the problem persist when you click the Show Full Graph button?

I look forward to your reply!