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

jacobs

Yes! This is a significant issue which the developers think they addressed previously, but their “solution” (below) is inadequate. Somewhere, I feel the developers lost track of the definition of "Hide in Lists", which Quicken Help describes this way:

"Hide in Lists" should make accounts move to a hidden accounts group at the bottom of a list of accounts. Period. But they incorrectly made it apply to hiding accounts in places other than lists, such as the investment history graph.

Here's a quick illustration of the problem, and the workaround solution…

Near the end of 2023, I moved most of my investments from one brokerage to another, and after marking the closed accounts as Closed and Hide in Lists in Quicken, my investment graph incorrectly — and rather stupidly — looks like this:

The correct chart should look like this:

Here’s the workaround we need to use to get the correct version of the investment history graph:

• Do not mark your old investment accounts as Hidden. Make them Closed, but NOT Hidden.
• In Settings > Sidebar, uncheck the checkbox to show Closed accounts in the sidebar AND check the checkbox to show Hidden accounts in the sidebar:

These two settings result in:

• Old investment accounts are NOT shown in the sidebar, as you would want ✅
• Old investment accounts ARE shown in the investment history graphs, as you would want ✅
• Old investment accounts are shown in dropdown account menus, which you would NOT want ❌

As the old Meat Loaf song says, two out of three ain't bad. 😂 It's annoying that you need to scroll past the old investment accounts in an account dropdown list, but that's far less annoying than having a meaningless investment history graph.

The previous Quicken Mac product manager stated this was a bug, but it seems the developers somewhere decided that once they added the preference setting to show hidden but not closed account sin the sidebar, they had offered an adequate solution. I hope the developers will fix this problem by always including (or at least giving an option to include) hidden investment accounts in the investment history charts, which would allow us to mark such accounts as hidden.

MODERATORS: I believe this issue was previously identified as either QMAC-23222 or CTP-5787 or both. Could you check those tickets to see if either correctly describes this issue, and if it is still open.

Quicken Kristina

Hello @jacobs,

I checked on the tickets you mentioned. CTP-5787 was closed due to lack of interest (not enough votes). QMAC-23222 is still open with no ETA and no recent updates. Both tickets do apply to this request.

Hello @spedf22,

Thank you for coming to the Community to share your feedback! You may also find these similar requests interesting:

https://community.quicken.com/discussion/7866385/make-hidden-investment-account-data-visible-in-investment-history-q-mac-edited

https://community.quicken.com/discussion/7347249/add-values-of-hidden-investment-accounts-to-investment-graphs-11-legacy-votes

Please take a look and add your vote + a comment if you'd like to see these added. Ideas that get enough votes may be implemented in the future!

Thank you!

jacobs

@Quicken Kristina Thanks. Should this new Idea be merged into one of the existing Ideas which are asking for the same fix?

Quicken Kristina

Thank you for your reply @jacobs,

Yes. The ideas have been merged.

Thank you!