Hello again; We use 2003 deluxe, as mentioned earlier, Mike has been very helpful, Thank-You.
Using our current software I am able to print out our Asset Allocation into Bonds, Large Cap, Cash, other. I would certainly like if someone has used this tool? Can I get a percentage "%" how our portfolio is diversified. The way it shows now is X number of shares + price = Large Cap or Bonds.
I may be attempting to ackomplish something that is not possible within the quicken program. If I need to up-grade to an newer version, 2004 or
2005 this will be done.I attempted to get into a chat session with Intuit but spent a long time with no results.
Again Thanks in advance?