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
The Investing-Allocations tab doesn't match the Reports-Investing-Investment Asset Allocation report
theepoet
Member ✭✭
I'm using Quicken Deluxe 2019 R16.14 on Windows 8
I want to look at my investment allocations through the Investing-Allocations tab. Unfortunately, that tab only shows about one-third of my investments (i.e., the total value is way off). On the other hand, the Reports-Investing-Investment Asset Allocation report shows everything.
Note: I have the Investing-Allocations tab options set to All Accounts and All Securities. The difference is definitely not cash.
What is causing the difference? How do I fix it?
I want to look at my investment allocations through the Investing-Allocations tab. Unfortunately, that tab only shows about one-third of my investments (i.e., the total value is way off). On the other hand, the Reports-Investing-Investment Asset Allocation report shows everything.
Note: I have the Investing-Allocations tab options set to All Accounts and All Securities. The difference is definitely not cash.
What is causing the difference? How do I fix it?
0
Comments
-
Look at Account Intent. I think they all have to be "Investment" to show up in that report.
0 -
Also on the allocations tab you sometimes have to re-select the accounts and securities a couple of times to get it to select properlyQWin Premier subscription0
This discussion has been closed.