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One of my investments will not show up in the investing report regardless of what I do.

Mugwump

The investment shows up correctly in the Security View and I've tried:
- Changing every variable including the Security Type.
- Updating every possible item on the security.
- Running the Validate & Repair multiple times.

I've owned the security (Schwab U.S. Dividend Equity - SCHD) in the past and had no touble. Help!!!

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Accepted answers

Rocket J Squirrel

In the list of things you tried, you didn't include "customizing the report to include the missing security."

Rocket J Squirrel

Mugwump said:

The investment shows up correctly in the Security View

Mugwump said:

Nice try. The security shows up in the Portfolio Reports (proving that it exists in Quicken), but NOT on the Investing tab in either the standard Quicken views or my customized view.

Which is it? First you say it shows up in the views but not in reports and then you say the opposite.

If you want help, a sarcastic "Nice try" isn't going to get it for you.

All comments

Rocket J Squirrel

In the list of things you tried, you didn't include "customizing the report to include the missing security."

Sherlock

If you haven't already, I suggest you verify the security and the relevant transactions are not filtered from the Investing report (open the report and press Alt + C).

Mugwump

Nice try. The security shows up in the Portfolio Reports (proving that it exists in Quicken), but NOT on the Investing tab in either the standard Quicken views or my customized view.

Ps56k2

Mugwump said: NOT on the Investing tab in either the standard Quicken views or my customized view.

Hmmm....
Investing Tab --> Portfolio --> Show [Value] --> Group by [Security] -
Customize --> Accounts [All] --> Securities [All]

Rocket J Squirrel

Mugwump said:

The investment shows up correctly in the Security View

Mugwump said:

Nice try. The security shows up in the Portfolio Reports (proving that it exists in Quicken), but NOT on the Investing tab in either the standard Quicken views or my customized view.

Which is it? First you say it shows up in the views but not in reports and then you say the opposite.

If you want help, a sarcastic "Nice try" isn't going to get it for you.

Mugwump

Way to go Rocket! The security showed up in a blank customized view, which I simply re-customized to my view. Problem solved. Thanks. Should have asked earlier.