Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Reports (Windows)
Net Worth Incorrect on Home Page Net Worth Module
nmiller314
The assets and net worth shown above the graph on the Net Worth Module of the Home Page are not correct. The net worth shown on the graph which hovering over the last graph entry matches the net worth reported below the list of asset and liability accounts. It appears the error is related to three asset accounts that I have "separated" from the general list of assets. These separate accounts should not be included in the asset total or net worth calculation and correctly, are not included in the net worth listed below the list of asset and liability accounts or on the home page net worth graph. I have confirmed in the customization of the net worth module the "separated" accounts are not checked to be included in the calculation. Actually, the separated accounts are not even listed in available accounts for the calculation.
Find more posts tagged with
Accepted answers
Boatnmaniac
Separated accounts are not automatically excluded from this Net Worth report/graph (and perhaps the same is true in others), despite what is indicated in the Display Options tab of Account Details .
Go to the report customization and on the Accounts tab, below the list of Accounts, check the box for "Show (hidden accounts)". Your separated accounts will now show up in the list of accounts. Uncheck those 3 accounts.and click on "OK". This should correct your issue.
All comments
Boatnmaniac
Separated accounts are not automatically excluded from this Net Worth report/graph (and perhaps the same is true in others), despite what is indicated in the Display Options tab of Account Details .
Go to the report customization and on the Accounts tab, below the list of Accounts, check the box for "Show (hidden accounts)". Your separated accounts will now show up in the list of accounts. Uncheck those 3 accounts.and click on "OK". This should correct your issue.
nmiller314
Thank you.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of