Investment Portfolio doesn't include cash balances.

Chasmc Quicken Windows Subscription Member

February 2019 in Investing (Windows)

How do I get "Investment Portfolio" to include cash balances in each account.  Just updated from 2016 (which did) to 2019..

0

Best Answer

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  Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

  February 2019 Answer ✓

  Group by account.
  Click on Customize.
  On the Securities tab, make sure No Security (includes cash) is checked.

  QWin Premier subscription

  7

Answers

• 

  Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

  February 2019 Answer ✓

  Group by account.
  Click on Customize.
  On the Securities tab, make sure No Security (includes cash) is checked.

  QWin Premier subscription

  7
• 

  Chasmc Quicken Windows Subscription Member

  February 2019

  Thanks Jim,
  That did it.  Glad I joined the group yesterday-was hesitant.
  Thanks again for the quick and accurate answer.
  Chasmc

  1