I'm using Quicken 2009. In addition to my investments like mutual 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.