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Account Bar figures don’t change when date is changed in Portfolio View

In my investing Portfolio View when I change the date to a previous date all the figures change as usual, but on the account list to the left, the figures don’t change when the date is changed. It will just remain with the last dates figures.
Up until today, the Net Worth total on account list on the left would always match the total Market Value on the portfolio view when the date is changed. It worked that way for decades.
I went to a backup from last month...same problem, I know it use to always change.
I also have another file with different investments....same problem.

Version R29.12. Build

Best Answers


  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    I agree with Sherlock. The portfolio views have no impact on what is shown in the account bar.  It has always been that way as far as I remember. 
  • fun1000000
    fun1000000 Member ✭✭✭✭
    You are both correct. What was I thinking ? :blush:
    Now it’s all coming back. I had to go to Net Worth Reports to see the past figures. Guess I’m losing it. LOL
    Thanks for the replies