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portfolio analysis - cash flow + investing

 
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ps56k
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PostPosted: Wed May 21, 2008 12:11 am    Post subject: portfolio analysis - cash flow + investing Reply with 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.

--
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"If everything seems to be going well,
you have obviously overlooked something." - Steven Wright
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scott s.
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PostPosted: Wed May 21, 2008 11:00 am    Post subject: Re: portfolio analysis - cash flow + investing Reply with quote

"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.
..
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