Net Worth Incorrect on Home Page Net Worth Module
nmiller314
Quicken Windows Subscription Member
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.
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Best Answer
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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.
Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home
6
Answers
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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.
Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home
6 -
Thank you.1
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