I do what Sue Stevens suggested years ago with non-fund held fixed investments.  As a proxy, select a mutual fund that contains the asset you have with an approximate maturity.  For example, for an individually held muni bond, as proxy, use the Vanguard muni fund with a similar maturity.  For CD's I just enter the total value in my Morningstar portfolio under their cash category.  This at least gives me a good idea of my stock/bond split all in one place.  Periodically, a few times a year I adjust that proxy account value based on actual figures from statements.  Doing the CD money that way I can include it or delete it depending on why I am evaluating the Morningstar portfolio.