Investment Portfolio doesn't include cash balances.
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Chasmc
Member ✭
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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Group by account.
Click on Customize.
On the Securities tab, make sure No Security (includes cash) is checked.QWin Premier subscription7
Answers
-
Group by account.
Click on Customize.
On the Securities tab, make sure No Security (includes cash) is checked.QWin Premier subscription7 -
Thanks Jim,
That did it. Glad I joined the group yesterday-was hesitant.
Thanks again for the quick and accurate answer.
Chasmc1