Hi There- So, I understand there is a CASH account that is separate from holding CASH inside the regular Taxable Account, correct? So here is my question. When I set up a Portfolio Allocation for my taxable account, I included a CASH component (MMKT). However, when I review the Tabular Projections/Portfolio/Allocations, in the Taxable Investment tab, I only see Stocks and Bonds. The percentage therefore does not add up to 100% because my Cash/MMkt isn't shown. Is there a reason why there is not a Stocks/Bonds and Cash tab? Should I just let cash be bonds so the numbers add up? The asset allocation allows me to enter a cash component for my taxable account, so why would the tabular projection not reflect that as well?
I am using my CASH account exclusively as the checking account for cash flow purposes.
In my TAXABLE account, I do have some MMKT/CASH, just because I haven't deployed it yet.
Hopefully this makes sense.
Thank you in advance!
Chris
@max12376 Correct, the cash account is separate from cash held within the taxable account. You're only seeing stocks and bonds listed on the tabular projections because your overall asset allocation only includes stocks and bonds; there is no allocation for cash. As soon as you give the cash asset class an allocation it will appear on the tab projections page.
Stuart
