Delete cash position from Portfolio Value Versus Cost Basis Graphs

Question

I am trying to plot Portfolio Value Versus Cost Basis graphs and it keeps adding the cash balance from the account which throws off the returns of the individual stocks. Is there a way to delete the cash balance for the account. I looked at all the Securities options and do not see where the cash can be deleted

Ken From Evans GA · Answer

I am working on the Portfolio Graphs on the Portfolio Value & Cost Basis Option Under Reports>Investing. The report below the graph does show both the security holding (with the correct values), but it (and the graph) still show the cash position). I  unchecked the include cash on each of the account Portfolio Tabs, but the cash still shows up on the Portfolio Value & Cost Basis Option Under Reports>Investing option, and does not appear that there is a way to remove the cash holding from the graph.

Quicken Kristina · Answer

Hello @Ken From Evans GA,

Thank you for reaching out! To clarify, are you using the graph in Investing or running a report? On the investing tab, there is an option to unselect "Include cash".

I

Ken From Evans GA · Answer

Note - Even though I am listed as a Quicken Windows Subscriber, this is on Mac Classic Premier's new feature.