Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Portfolio View missing transactions

Unknown Member
edited June 2018 in Investing (Windows)
Windows 2015 Premier. Most but not all of my investments appear in the Portfolio view of investing. However ALL appear in the investing account. What have I done wrong?


  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited March 2017
    Each of the 18 Portfolio views can be individually customized.

    Click customize for the view you are having trouble with and review the accounts and securities to be sure all the accounts and securities you expect to see in the view are selected. Make any necessary selections and click OK to save your changes.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
This discussion has been closed.