Creating a pie chart with all assets including those listed in banking investing & property and debt

eternalthe
eternalthe Quicken Windows Subscription Member ✭✭
edited August 30 in New to Quicken/Getting Started (Windows)

I can create asset allocation by going to reports graphs investment assets allocation. It shows my stocks which are high caps and cash. But I want it to include my assets in banking and property and debt too. How can I create a pie chart with all my assets? I want to check daily how much my stock assets are part of my portfolio. It will fluctuate daily due to volatility in the stock market and I want to be able to see it visually in the chart.

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I couldn't figure out anyway to create such a pie chart within Q, only a bar chart.

    You could always create a report of the desired info in Q, and export the data to a spreadsheet … but that wouldn't be as automatically interactive as you seem to want.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • eternalthe
    eternalthe Quicken Windows Subscription Member ✭✭

    how do you create a bar chart?

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The Investing > Investment Asset Allocation report will produce a pie chart showing your asset allocation but it only includes investing accounts, not banking or other assets or liabilities.

    The Net Worth & Balances > Account Balances report will produce a bar graph broken down by high level account type - Bank, Asset, Credit Card, Investment, Liability, etc. but it does not break down the investments by asset class.

    You can't make a pie chart that includes liabilities because there is no way to show negative amounts in a pie chart.

    QWin Premier subscription
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