Allocation by Security Graph does not report correct total
Options

Robert Chiarulli
Member ✭✭✭
The issue first appeared with latest release. Version R23.17, Build 27.1.23.17
0
Best Answer
-
I am seeing that if you have a negative cash balance, the total on the allocation by security graph on the Investing > Allocations page is incorrect by the amount of the negative balance. In my case the cash balance is included in with the "Other" category in the chart and the Other group is positive overall.
This may also apply to negative balances in other securities.
This may make sense because there is no way to show a negative value on a pie chart.
Does this match what you are seeing?QWin Premier subscription5
Answers
-
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 Business & Personal Subscription, Windows 11 Pro
0 -
Compared to Asset Allocation Graph and the Portfolio Screen under the Investing Tab0
-
I am seeing that if you have a negative cash balance, the total on the allocation by security graph on the Investing > Allocations page is incorrect by the amount of the negative balance. In my case the cash balance is included in with the "Other" category in the chart and the Other group is positive overall.
This may also apply to negative balances in other securities.
This may make sense because there is no way to show a negative value on a pie chart.
Does this match what you are seeing?QWin Premier subscription5 -
If Jim’s point does not fix it, try removing the snapshot and then adding it back again.
Quicken Business & Personal Subscription, Windows 11 Pro
0 -
Thanks! Appreciate the insight. Did not see the negative balance in my portfolio.1
This discussion has been closed.
Categories
- All Categories
- 22 Product Ideas
- 29 Announcements
- 196 Alerts, Online Banking & Known Product Issues
- 18 Product Alerts
- 754 Welcome to the Community!
- 623 Before you Buy
- 1K Product Ideas
- 50.9K Quicken Classic for Windows
- 15.7K Quicken Classic for Mac
- 996 Quicken Mobile
- 788 Quicken on the Web
- 101 Quicken LifeHub