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Treat Security as Cash

This securities setting allows you to designate the security as cash. When you select this check box, Tamarac Reporting will treat the security as cash and you can hide the security from all performance calculations.

You can designate any ticker as cash for your firm—for example, you can set position traded money market funds as cash and then hide the return information on your reports, as shown in the picture below.

In addition, the symbols designated as cash are included in the current cash totals on Billing History report and the Accounts page.

You can also run a cash ledger/money security Transactions report to view cash activity.

For more information about maintaining securities, see Maintain Securities.

For more information about using securities, see Learn More About Assets, Liabilities, Securities, and Categories.