Quicken for Mac Portfolio View issue

ahcolram
ahcolram Quicken Mac Subscription Member ✭✭
in Questions about using the Community?

in PORTFOLIO view in one account I have 7 Securities that are assigned to two different classes "Cash in Security" and "Unclassified" even though all 7 securities are assigned STOCK and the box is checked for "use downloaded asset class". How do I fix this error?

Comments

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited November 22

    What do you see for those securities when you click the "View Asset Mixture…" button? That's what Quicken is using to determine the asset classes for the portfolio view.

    (You'll find that button on the Edit window for the security right below the "Use downloaded asset class" checkbox.)

  • ahcolram
    ahcolram Quicken Mac Subscription Member ✭✭

    Thanks. That clears everything up. All set.

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