How to troubleshoot portfolio values

sue.estey
sue.estey Quicken Mac Subscription Member ✭✭
edited September 2018 in Investing (Mac)
Using QM2018, after years on Quicken 2007 for Mac. My reported net worth over time claims I had an extra $2 million or so from August 2013 until June 15, 2018. The spurious extra 2million or so was claimed to be in my Fidelity IRA. How can I find the reason for this and fix it?

Comments

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited July 2018
    Must be nice!

    Select the IRA account in the sidebar, and click on the Transactions button.

    From there, start looking at your transactions to see where the extra $2 Million came from around 8/23. That should get you headed in the right direction.

    image
  • Cynthia
    Cynthia Member ✭✭
    edited July 2018
  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited July 2018
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 2018
This discussion has been closed.

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