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

Allocation by Security Graph does not report correct total

The issue first appeared with latest release. Version R23.17, Build 27.1.23.17

Best Answer

Answers

  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
    Compared to What?  I am running that same release and my allocation by security snapshot on my homepage reports the same total as a portfolio view. 
    Quicken Premier Subscription, Windows 10 Home
  • Compared to Asset Allocation Graph and the Portfolio Screen under the Investing Tab
  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
    If Jim’s point does not fix it, try removing the snapshot and then adding it back again.
    Quicken Premier Subscription, Windows 10 Home
  • Thanks! Appreciate the insight. Did not see the negative balance in my portfolio.
This discussion has been closed.