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How do custom allocations work

I have been selecting the accounts I want included in the allocation in the Accounts drop down and then the securities within those accounts in the Securities drop down. I often forget to add a new security after investing in one.
So, if I select the accounts I want, if I select All securities, will only the securities in the accounts I specified be tallied? Or do I have to continue selecting the securities as well?
Thank you.
So, if I select the accounts I want, if I select All securities, will only the securities in the accounts I specified be tallied? Or do I have to continue selecting the securities as well?
Thank you.
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Answers
Thank you for taking the time to visit the Community to report your issue, although I apologize that you have not yet received a response.
We'll need a bit more information to be able to assist.
Please take a moment to review the information available here and post back to let us know what release of Quicken you are using.
Are you able to capture a screenshot of the issues you are seeing?
The more information you can provide regarding this issue will help the Community to better understand and assist.
Thank you,
-Quicken Tyka
A screen shot would not be relevant as there is only one allocation page within the investments tab and my question pertains to how to set up the accounts and securities that make up an allocation.
You have not been specific about what allocations you are referring to, but I believe my statement applies to Portfolio X-Ray allocation information as well as more basic Quicken summaries. The difference with the portfolio X-Ray summaries is that the summary would only be inclusive of 'exchange traded securities'. Securities such as municipal bond that don't qualify to Morningstar as exchange traded would not be figured in their evaluation.