Getting Bank Investments like CDs to Appear Under "Investing"
M C Hamster
funds and bonds and the like, I have a large bank CD and substantial
cash held in savings accounts and the like at my bank. These appear up
in the "Banking" part of my left side "Accounts" pane.
The problem I'm having is that if I run reports to look at my overall
investment portfolio (to show the splits between stocks, bonds, and
cash), it doesn't include any of the cash up in my "Banking" area,
only the part down below. Thus, it shows a much smaller percentage of
my money being in cash than is actually the case.
Is there a way for me to fix this? Does it involve somehow moving
these cash accounts down to the "Investing" area, by redesignating
them as investments rather than banking, in some way?
Thanks.
--
M C Hamster "Big Wheel Keep on Turnin'" -- Creedence Clearwater Revival
John Pollard
You can get Quicken to treat spending accounts more like investment
accounts for reporting (and display) purposes. Open the account to the
Overview tab and click Edit Account Details. In the "Account Location"
dropdown, select "Investing: Investment" (assuming these are not
retirement accounts - which is the other possible choice). I'm not sure I
would choose to treat my savings accounts as investments, but I do have
some CD accounts that I have placed in the Investing location. I also
hold some CD's in a brokerage account and I have them defined as
securities in Quicken.
--
John Pollard
M C Hamster
That is exactly what I was looking for, John. Many thanks.