Asset Allocation Report Question

joel's Avatar


25 Apr, 2021 11:28 PM

On my Asset Allocation report I only have two bold headings Assets & Cash. Bank accounts, cash, retirement accounts & investment accounts are all showing under Cash. Where do these heading come from & how do I set it up, for example. that there is a category for retirement accounts or investment accounts? I have looked under the Tools/Accounts Tab & Edit and I do not see how to adjust the headings accounts whould appear under?


  1. joel closed this discussion on 25 Apr, 2021 11:29 PM.

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