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Subject Author Date
Asset Allocation and Bank Accounts C and A 05-14-2008
Posted by John Pollard on May 21, 2008, 10:00 am
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C and A wrote:

> Are you saying that even though I use it like a checking
> account, I
> should put under Investments instead of under Cash and Bank
> Accounts?

I recently read another post that reminded me of something I
forgot when I first answered this.

With newer versions of Quicken, you can change the "Account
Group" of a "Cash Flow" "Spending" account to put it in the
"Investing Center" as either an "Investment" account or a
"Retirement" account. Doing so should cause Quicken to include
that account in the Asset Allocation report/graph.

--

John Pollard
First initial underscore Last name at mchsi dot com
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