Custom Asset Class Not Appearing on Asset Allocation Chart

richradi
richradi Quicken Windows Other Member
edited January 18 in Investing (Windows)

I changed a custom asset class to "Real Estate", but it is not showing up on the doughnut chart on the Asset Allocation section of the Investing page. Rather, it is showing up as "No Asset Class". I double checked the securities and they are properly coded as Real Estate. Any ideas on how to fix this?

Interestingly, when I run an Asset Allocation report, the Real Estate asset class is shown on the report correctly, and it is included in "Other" on the doughnut chart.

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @richradi,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information.

    • Do you have other custom asset classes?
      • If you do, are you seeing the problem happen with them also, or only with Real Estate?
      • Does this happen with any customer asset class that you edit?
    • When did you first notice this issue?
    • Does the problem persist when you click the Show Full Graph button?

    I look forward to your reply!

    Quicken Kristina

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