Net Worth Report/Graph - Investment Account

Aug 08, 2005 0 Replies

I could not find this covered in a previous post.



Using Quicken 2005 Premier R4.



I have an IRA account that is in a managed brokerage account -- it trades securities. The cash balance does not appear in the Net Worth report or graph. Can anybody offer a clue as to why? I have gone over all the report and account options I can find and I do not see a reason for this behavior.



I have a similar account that is not an IRA (just a plain old brokerage account) and it's cash shows up in the Net Worth reports and graphs just fine.


Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required