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Category by Account

crball25

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?

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Accepted answers

John_M

It looks like this may have been fixed in 5.17.3 (see sixth item below).

All comments

Quicken Natalie

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

Version 5.17.2 (Build 517.34845.100)
macOS Catalina 10.15.6

John_M

It looks like this may have been fixed in 5.17.3 (see sixth item below).