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Adding fund Asset classes

 

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Subject Author Date
Adding fund Asset classes Jeff 03-03-2007
Posted by Jeff on March 3, 2007, 3:14 pm
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In Q Deluxe 2006, is there a way to add new Asset Classes (multiCap, Real
Estate, Emerging markets, etc.) in addition to the 5-6 preset in Quicken?
If so, How?

I know you can add Asset "types" but cannot find a way to add Asset Classes
in Quicken.

Jeff






Posted by John Pollard on March 3, 2007, 4:29 pm
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Jeff wrote:
> In Q Deluxe 2006, is there a way to add new Asset Classes
> (multiCap, Real Estate, Emerging markets, etc.) in
> addition to the 5-6 preset in Quicken? If so, How?

No.

They are the way they are because they are tied to Asset
Allocation, and the real-world asset classifications come from
Value Line ... the classes you see in Quicken are those
available to Quicken users from Value Line.

--
John Pollard
First initial underscore Last name at mchsi dot com
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Posted by Jeff on March 3, 2007, 5:16 pm
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John Pollard wrote:
> Jeff wrote:
>> In Q Deluxe 2006, is there a way to add new Asset Classes
>> (multiCap, Real Estate, Emerging markets, etc.) in
>> addition to the 5-6 preset in Quicken? If so, How?
>
> No.
>
> They are the way they are because they are tied to Asset
> Allocation, and the real-world asset classifications come from
> Value Line ... the classes you see in Quicken are those
> available to Quicken users from Value Line.

What a shame. Guess I will need to work with "Types" and maybe "goals" to
achieve what I need.

Thanks for replying.

Jeff




Posted by Jeff on March 4, 2007, 10:25 am
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Jeff wrote:
> In Q Deluxe 2006, is there a way to add new Asset Classes (multiCap,
> Real Estate, Emerging markets, etc.) in addition to the 5-6 preset in
> Quicken? If so, How?
>
> I know you can add Asset "types" but cannot find a way to add Asset
> Classes in Quicken.
>
> Jeff

The limited available Quicken Asset Classes are apparently tied to Value
line and Quicken's value allocation system. But I do not use Value Line and
the present Classes are too limited to be of much use for real world value
allocations.

Have others figured a way to expand on the very small built in number of
Quicken's Asset "classes"? The only way I can see of doing so is by using
additional Asset "Types" and/or "Goal" but rather than re-invent the wheel,
I thought to ask how other have resolved this problem.

I wish Quicken had an "alternate" asset Class option for those who do not
wish to use its present limited set.

Does Money have a better or user definable Asset Class distribution?

Thanks for any hints or help.

Jeff




Posted by Arnie Goetchius on March 4, 2007, 10:59 am
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Jeff wrote:
> Jeff wrote:
>> In Q Deluxe 2006, is there a way to add new Asset Classes (multiCap,
>> Real Estate, Emerging markets, etc.) in addition to the 5-6 preset in
>> Quicken? If so, How?
>>
>> I know you can add Asset "types" but cannot find a way to add Asset
>> Classes in Quicken.
>>
>> Jeff
>
> The limited available Quicken Asset Classes are apparently tied to Value
> line and Quicken's value allocation system. But I do not use Value Line and
> the present Classes are too limited to be of much use for real world value
> allocations.
>
> Have others figured a way to expand on the very small built in number of
> Quicken's Asset "classes"? The only way I can see of doing so is by using
> additional Asset "Types" and/or "Goal" but rather than re-invent the wheel,
> I thought to ask how other have resolved this problem.
>
> I wish Quicken had an "alternate" asset Class option for those who do not
> wish to use its present limited set.
>
> Does Money have a better or user definable Asset Class distribution?
>
> Thanks for any hints or help.
>
> Jeff
>
>

I have not figured out a better way but share your frustration. For
example, do you call Walmart de Mexico an International stock or a Large
Cap stock which are the only two choices available.

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