How to track performance of cash in an investment account...

Ken Stevens
Ken Stevens Member ✭✭✭
edited March 1 in Investing (Windows)

Windows R66.18 - 27.1.66.18

I have an account where the "money market sweep account" is treated as cash…as in the second option in this article…

https://info.quicken.com/win/how-do-i-track-the-performance-of-cash-in-an-inves

…and it says that if I do it that way, Quicken will automatically calculate the performance of the cash based on the dividends from the security identified as the "sweep". However, I can't find anywhere that this performance is conveyed…it's not on the INVEST tab and it's definitely not included in any return graphs (even when cash is selected). How do I find performance in this case? It'd be annoying if it didn't when it says plainly that it does…and it also says you can't go back to the "treat it like any other security with dividends and reinvestments" method.

Tagged:

Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Ken Stevens,

    Thank you for reaching out! To clarify, what performance metrics are you looking for? Is your cash balance tracked in a sweep fund or tracked as cash in Quicken?

    I look forward to your reply!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Ken Stevens,

    We haven't heard back from you in a while. Do you still need assistance?

    Check back and let us know! Thank you.

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

Categories