Rebalance with Custom Asset Classes

John Hawe Quicken Windows Subscription Member

August 2021 in Investing (Windows)

I use custom Asset classes and when I go to rebalance it only uses the "stock" asset classes. is there a way to rebalance in the system using my custom asset classes?

Tagged:

• Investments
• Investment Reports

1

Best Answer

• 

  Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

  August 2021 Answer ✓

  You have to do the calculations to get amounts from the percentages manually since they didn't update that part of Quicken when they added the custom asset classes. 

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Answers

• 

  Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

  August 2021 Answer ✓

  You have to do the calculations to get amounts from the percentages manually since they didn't update that part of Quicken when they added the custom asset classes. 

  Signature:
  This is my website (ImportQIF is free to use):

  http://www.quicknperlwiz.com/

  0