Category by Account

crball25 Member ✭✭
Having issues with the category by account report not pulling in unrealized and realized gains on my investment even though I have checked "include investment gains" on the advanced options under customize. As a result, the report does not tie back to my net worth. I am trying to isolate an issue on my gains and this seems to be the easy way to flush out that issue.

Anyone have a recommendation?

Best Answer


  • Quicken_Natalie
    Quicken_Natalie Moderator mod
    Hello @crball25,

    Thank you for taking the time to share this issue with the Community, although I apologize that you're experiencing these difficulties in Quicken.

    If you are still needing assistance, please take a moment to review the information available here and post back to let us know what version and release of Quicken you're using.

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

    Thank you,

    Quicken Natalie

  • crball25
    crball25 Member ✭✭
    Version 5.17.2 (Build 517.34845.100)
    macOS Catalina 10.15.6
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