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Category by Account

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?

Answers

  • Quicken_NatalieQuicken_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

     
  • crball25crball25 Member
    Version 5.17.2 (Build 517.34845.100)
    macOS Catalina 10.15.6
  • John_MJohn_M Member ✭✭✭✭
    It looks like this may have been fixed in 5.17.3 (see sixth item below).

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