How do I set up Quicken for tracking asset allocation?
To see your asset allocation in Quicken, you need to
To set up investments:
Create investment accounts that mirror your real-life accounts and assets.
If you haven't set up investments already in Quicken, here's how to do it.
To assign asset classes to your securities:
You can assign asset classes in two ways: Back: How can Quicken help with asset allocation?