I - have an asset allocation on quickens 2017 premier. I would like to try out a model portifio of e

Unknown
Unknown Member
edited May 2018 in Investing (Windows)
I already have an asset allocation on quickens 2017 premier. I would like to try out a model portifio of etf and see the recommendation on quickbooks. How can I do that without affecting my current position

Comments

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited May 2018
    You can create a separate file.



    You may be able to create a separate account and set up that account as separate, not included in your net worth, etc. I am not sure if that account info can be sent to X-ray.
  • Unknown
    Unknown Member
    edited May 2018
    How can I set up a separate account?
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 2017
    Brian Morris said:

    How can I set up a separate account?

    Edit the Account details for the account.  Click the Display options tab.  Check the "Keep this account separate" box.  As I noted, I do not know specifically how this impact the XRay feature.
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