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My investment accounts include about 1/3 cash, distributed among various accounts and mixed among other securities within the accounts.
This cash is not being 'put to work' at this time. However, my whole portfolio, including the cash, has kept up with the S&P500. The question I have is:

Is there a way to have Quicken calculate the IRR from a portfolio, while excluding the cash portion of the portfolio?

I think that if I were able to exclude cash, I could get a feel for how well the INVESTED portion of the portfolio is doing compared to the whole portfolio.

Thanks all!
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My investment accounts include about 1/3 cash, distributed among various accounts and mixed among other securities within the accounts.
This cash is not being 'put to work' at this time. However, my whole portfolio, including the cash, has kept up with the S&P500. The question I have is:


When you are looking at the report, look for a "Configure" button. You should find that you can include/exclude accounts, "investment goals", and individual investments. Exclude whatever you're doing with the cash.
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warrl:

Thanks, I was aware of the "Customize" feature, and there is no "Cash" security type to exclude. However, your reply has given me the idea that I can "Invest" the cash into a "Cash" security, so that I can then exclude that "security". Thanks!
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