How to assign asset classes to investment accounts

  • 1
  • Question
  • Updated 1 month ago
  • Answered
According to the help screen, there is a drop down menu, however I cannot find one. Also going through the setup account process there is no selection for asset class. I am on Reckon Accounts Personal Plus 2013 Release R 1.
Photo of SY

SY

  • 70 Points

Posted 1 month ago

  • 1
Photo of Diver Dave

Diver Dave

  • 3,214 Points 3k badge 2x thumb
Sy, do you mean assign an asset class to an Account or to an individual stock?  Assuming it's individual stocks, go to Edit Security, and allocate a type.  The various types are listed under Investing/Security Type List - it can be edited to suit your requirements.