Setting up new Investment account immediately changes my report Return value

1pound

I set up a new Savings account that I want to include under investments. I funded from an existing investment (brokerage) account and immediately it increased my reporting return. Should have zero impact. It was just a transfer of cash which I have done many times before from existing accounts. Thanks is advance for any suggestions

Sherlock

I suggest you consider setting the Savings account’s intent: open the Savings account, press Ctrl + Shift + E,  select the Display Options tab, select Investment from the Account intent pull-down menu. If you haven’t already, you may want to review: https://www.quicken.com/support/about-key-investment-performance-calculations-used-quicken