Add values of hidden investment accounts to investment graphs (11 Legacy Votes)

Snoopy FC

I'm using QM2017, and currently the values of hidden investment accounts are not reflected in the graphs.  Please add the option to hide the investment account, but still include the account values in the graphs.  I don't want to see these accounts on that sidebar that are not currently active, but I would like to see the values of these accounts reflected in the historic information that is presented graphically.  

RCinNJ

I don't have any hidden investment accounts, but I know when I hide accounts there are 2 checkboxes. The first hides the account, the second removes the account from reports. Check if both boxes are checked for your hidden investment accounts. I don't know if this will make a difference for graphs, but if not you could make a request to the developers.

Snoopy FC

RCinNJ said:

I don't have any hidden investment accounts, but I know when I hide accounts there are 2 checkboxes. The first hides the account, the second removes the account from reports. Check if both boxes are checked for your hidden investment accounts. I don't know if this will make a difference for graphs, but if not you could make a request to the developers.

Unfortunately, it doesn't make a difference for the graphs.  When any investment account is hidden, it's holdings are not reflected in any of the graphs.  It would be helpful to have a checkbox in the accounts window indicating whether or not one wants this info hidden in the graphs similar to what is already available for the reports.

Quicken Sangeetha

You will be able to customize your graphs / reports to include 'Hidden accounts'. If you are viewing the graph, use the account filter -> Custom and click on 'Show hidden accounts'.  Similarly if you are running a report, click on Customize -> Accounts and click on 'Show hidden accounts. 

Snoopy FC

Quicken Sangeetha said:

You will be able to customize your graphs / reports to include 'Hidden accounts'. If you are viewing the graph, use the account filter -> Custom and click on 'Show hidden accounts'.  Similarly if you are running a report, click on Customize -> Accounts and click on 'Show hidden accounts. 

Sangeetha, 

Thanks for the tips, but these don't make sense for QM2017 v4.4.3.  Here's what happens.  I'm looking at all my retirement investments in the following view.  This includes all accounts, even accounts that are technically "closed" (zero balances in the sidebar [not shown]). The following pic displays the graph under this condition: 


Now, if I go into accounts and hide just one of those closed accounts, you'll notice the difference compared with the graph below: 

Do you see the difference when I hide just one of my investment accounts?  I'd love to hide the investment account in the left sidebar, but still see it's values reflected in the graph.  That way I could still see its impact in my portfolio, without losing screen real estate to an account with a current $0 balance.  Let me know if this doesn't make sense.  

Snoopy FC

In case anyone cares, this issue is still present in February 2020......

Snoopy FC

This idea goes along with the ability to hide closed or inactive investment accounts.  Otherwise they reside on the left sidebar reminding you that you have nothing in these accounts.  Not particularly helpful either way.  

Snoopy FC

The point is that currently hiding an account can hide it from both reports and will hide it from these investment graphs.  I can tell Quicken to show them in the reports, but there's no option to still include these hidden data in the investment graphs.