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Asset Allocation Graph

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.

Reply to
John Gregory
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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).

Reply to
John Pollard

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.

Reply to
John Gregory

"John Gregory" wrote

In an investment account "Transactions List" tab (the closest an investment account has to a "register"), there is a button labelled "Enter Transactions". Clicking that button will reveal, among other fields, a drop down list for all the investment account transaction types ... near the end of that list is "Write Check" (plus other useful "cash" transaction types).

Reply to
John Pollard

I found it. The accounts I moved into the "Investing Center" don't have that type of register but they do show up under the "Investing Accounts" section of the Accounts List and their registers do have a check writing tab so I guess I'm good to go.

Reply to
John Gregory

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