Porfolio value in Asset Allocation tab is wrong.

Robert Berg
Robert Berg Member ✭✭
edited June 2018 in Investing (Windows)
After updating to Q Premier 18 R3 build 27.1.3.1 on Win 10, the asset allocation view in the investing module shows a total portfolio $ value 40% below my total portfolio $. Also, each asset cIass $ value is understated. Is anyone running into this problem?  The asset allocation $ report is correct and syncs with my Portfolio $.

Comments

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited April 2018
    Please double check the accounts and securities selected in the drop down boxes, as mine got changed following the R3 update.

    Quicken Business & Personal Subscription, Windows 11 Home

  • Robert Berg
    Robert Berg Member ✭✭
    edited November 2017
    This solution worked. Thanks.  While the original asset allocation settings showed "all accounts" and "all securities", the total portfolio value was wrong.  Went in and changed the account and security settings to be less inclusive, then reset the account and security settings to all accounts and all securities and the correct totals were displayed.  Again, thanks for the help.
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