"Show the full Net Worth graph" is not including Vanguard mutual funds in Total Assets calculation..

vnolin12
vnolin12 Quicken Windows 2017 Member ✭✭
in Reports (Windows)
"Show the full Net Worth graph" is not including Vanguard mutual funds in Total Assets calculation.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Click on the gear at the top right of the report. Check the Accounts and Securities tabs to make sure the accounts and securities you want are selected. Newly added accounts and/or securities may not be included in the report/graph.
    QWin Premier subscription
  • vnolin12
    vnolin12 Quicken Windows 2017 Member ✭✭
    When I display the graph for the last 12 months, all assets are reported correctly except for the current month. The only assets showing for the current month in my Vanguard accounts are money market funds. No other mutual funds are included in the calculation. Last night was the first time that I have noticed this.
  • vnolin12
    vnolin12 Quicken Windows 2017 Member ✭✭
    Problem resolved. Vanguard converted accounts to admiral money market accounts. I changed funds to the new symbols.
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