i have a problem balancing one investment portfolio

at month end i download stock prices, publish a report but the totals do not add up


  • frankge1frankge1 Member
    in Q for Windows each month-end i download security prices and produce a portfolio value report. the total values on the report do not add up. i thought the problem was related to Placeholders but i have no Placeholders. how can i resolve this problem?
  • Quicken_TykaQuicken_Tyka Moderator ✭✭✭✭
    Hello Frankge1,

    Thank you for taking the time to visit the Community although, I apologize that you haven't received a response.

    To be able to get an answer we'll need a bit more information to be able to assist.

    What values aren't adding up? Is this just some values or the whole report?

    It may also be helpful to provide a screenshot of the problem using the Windows Snipping Tool.

    The more information you can provide regarding this issue will help the Community to better understand and assist.

    Thank you,
    -Quicken Tyka
    -Quicken Tyka
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