Net Worth Reporting over time

Matche87

I am a new Quicken Deluxe user (R19.44) and only have about 3 months of my financial data in Quicken so far.

I am trying to setup a net worth report by month using the standard net worth report provided by Quick. I set the date range to <Custom Dates> for the months I know I have data and the interval to <month>.

When the report displays a couple of things happen:

(1) Previous months show "$0.00" in all account types except the investment accounts and those all have the exact same value for each month I ask the report to display when I know the value is different each month. The is true for all the months except for the last month if I set the end custom date to today's date. The today's date net worth data is correct.

(2) The report only shows accurate net worth if I set the end custom date to today. If I set the date to any date outside of today my home value goes back to the original price I purchased it for not the current value of the home or the value of the home at the date specified in the custom date field.

Any help would be very much appreciated.

NotACPA

Do you have data, in the other non-investment accounts, that goes back prior to last month?

Have you included all categories, and all accounts in your Net Worth report?

What happens if, instead of a custom date, you pick "Last Quarter" or "Year to date" or something like that as the time period?