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Posted by John Pollard on February 14, 2007, 10:09 am
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P.Schuman wrote:
> Running Quicken 2006 -
> Ran a Asset Allocation report to see how things look
> as I'm shuffling things from some fund categories.
>
> I noticed that some of my cash holdings do not appear on
> the report.
>
> On the left side of the main Quicken screen,
> there is a top area for Cash listings.
> In that area I have things listed such as :
> checking accounts
> savings accounts
> linked accounts to brokerage accounts
>
> It appears that the linked accounts show up on the Asset
> allocation
> as they also appear "below the line" within the actual
> brokerage account listing.
>
> However - the standalone checking and savings accounts
> are not listed on the Asset report.
>
> Any ideas on how to addres this, as I'd like to see them
> as "cash" somewhere...
I think not including Quicken "Cash Flow" accounts in asset
allocation makes sense: if your asset allocation strategy called
for increasing your Large Cap Stock holdings and decreasing your
Cash holdings, would you even consider taking the cash from your
Christmas savings account to buy shares of "Large Corporation"?
Put another way, I think that funds that you would never use to
meet asset allocation targets should not be part of your asset
allocation reporting.
[It might be worth having an "asset" pie chart available in
Quicken, one that had nothing to do with asset allocation, and
which could report on all assets, regardless of account group.]
But Quicken is versatile enough to allow you to include that
Christmas savings account in your asset allocation ... if you
tell Quicken that the account is an "investment" account,
instead of a "cash flow" account. In the Account List, on the
Manage Accounts tab, select the account, then click the "Change
Group" button.
--
John Pollard
First initial underscore Last name at mchsi dot com
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