Securities & Cash Assigned to a business

Nauset
Nauset Member ✭✭
edited March 22 in Reports (Mac)

Hi - I have a brokerage account that is assigned to a business that contains Cash & Marketable Securities. Yet when I run a Business Balance Sheet report it doesn't show up in the report. How do I get that assigned in the report?

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Nauset,

    Thank you for reaching out! To clarify, when you say assigned to your business, do you mean you set that as the account's primary use? You can check that by clicking on the account to select it, then navigating to Accounts>Settings….

    Screenshot 2026-03-22 at 3.37.58 PM.png

    What do you see in your business balance report?

    I look forward to your response!

    Quicken Kristina

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