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Posted by John Gregory on June 11, 2006, 12:51 pm
Please log in for more thread options Hi John. Thanks. I couldn't find the location you gave me but I did find (in
Q20005HB) that the "Account List" has provision for changing groups. I
merely clicked the "Change Group" button, marked the ones I wanted to
change, processed the selections, rechecked the graph on asset
allocations.... and everything looked like it transferred perfectly. Thanks
for your help.
>> Using Q2005HB. Have several bank accounts grouped under "Cash Flow
>> Center". These are actually money market type accounts (GMAC Demand
>> Notes) that rarely get involved in transfer of funds. They should be
>> showing up as "Cash" in the Asset Allocation graph that Quicken draws in
>> order to present a more accurate picture of my diversification. This
>> isn't possible as long as they remain categorized or grouped under the
>> "Cash Flow Center". Is there a way I can get them under the "Investing
>> Center" and still retain the check writing ability of the accounts. I
>> just moving into online banking and several of these accounts did get set
>> up for future electronic transfers so I don't want to loose that ability.
>
> Newer versions of Quicken - including Q2005 - permit you to write checks
> from Investment accounts. Check the bottom of the drop down transaction
> list in the Enter Transactions dialog; there is a set of transactions
> called "Cash Transactions".
>
> I believe there is a bug in either Q2005 or Q2006 (or both) that can screw
> up a couple of reports when investment account cash transactions contain
> split categories (and those transactions are included in the reports).
>
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>
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