Accounting Talk Accounting Talk    FAQ   Search   Memberlist   Usergroups   Register   Profile   Log in to check your private messages   Log in  portfolio analysis - cash flow + investing          Accounting Talk Forum Index -> Quicken View previous topic :: View next topic   Author Message ps56k Guest Posted: Wed May 21, 2008 12:11 am    Post subject: portfolio analysis - cash flow + investing in looking at our portfolio for analysis, holdings, etc the cash sitting in our "cash flow" accounts is not taken into consideration. We personally view this area as "cash" since we have a pretty level set of checking accounts, CDs, etc How can we get any of the portfolio views to include this data ? vs just the income vs expenses aspect ? Some are linked cash accounts - ie Schwab cash account - HMMMM - Just moved all the "normal" checking, savings, & CDs to the "invetment center". The only things left in the "cash flow" are the Schwab cash account linked to the real accounts. -- ---------------------------------- "If everything seems to be going well, you have obviously overlooked something." - Steven Wright Back to top   Ads Advertising Sponsor scott s. Guest Posted: Wed May 21, 2008 11:00 am    Post subject: Re: portfolio analysis - cash flow + investing "ps56k" <pschuman_no_spam_me@interserv.com> wrote in news:hnFYj.72$ui2.23@nlpi069.nbdc.sbc.com: Quote: in looking at our portfolio for analysis, holdings, etc the cash sitting in our "cash flow" accounts is not taken into consideration. We personally view this area as "cash" since we have a pretty level set of checking accounts, CDs, etc How can we get any of the portfolio views to include this data ? vs just the income vs expenses aspect ? Some are linked cash accounts - ie Schwab cash account - HMMMM - Just moved all the "normal" checking, savings, & CDs to the "invetment center". The only things left in the "cash flow" are the Schwab cash account linked to the real accounts. I think if you do reports based on investment accounts, the linked cash account will be included, but if you do them other ways, such as by security, you won't see the cash balance. scott s. .. Back to top   Ads Advertising Sponsor Display posts from previous: All Posts1 Day7 Days2 Weeks1 Month3 Months6 Months1 Year Oldest FirstNewest First         Accounting Talk Forum Index -> Quicken All times are GMT Page 1 of 1   Jump to: Select a forum Accounting Talk----------------Accounting TalkPeachtreeQuickbooksQuicken  You cannot post new topics in this forum You cannot reply to topics in this forum You cannot edit your posts in this forum You cannot delete your posts in this forum You cannot vote in polls in this forum 68 Attacks blocked Powered by phpBB © 2001, 2005 phpBB Group