Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Investing (Windows)
Investing Dashboard filtered to Retirement showing incorrect values
BrandonQuick
When using the new Investing tab's Dashboard, filtering to "Retirement only" shows amounts beyond what is in the accounts categorized as "retirement" in the account details. The dashboard "Total Value" at the top shows 15% more than what is actually in the retirement accounts. However when scrolling through the securities list, it is (correctly) showing only the retirement account securities.
Find more posts tagged with
Accepted answers
All comments
Jim_Harman
What happens if you select the retirement accounts one at a time? Are the individual account balances correct?
If you select "Custom" for the accounts then select just your retirement accounts, do you get the correct total?
BrandonQuick
Great suggestion Jim! Trial and error that way shows it's isolated to one account. The account itself reflects the correct share balance, the Investing dashboard is showing exactly 2x. Strangely the Porfolio and Performance tab views show the correct share balances and values.
Jim_Harman
Not trial and error, systematic debugging!
You are not the only one with 2X issues See this discussion
https://community.quicken.com/discussion/7890265/why-double-counting-shares-in-investing-dashboard-total-value-chart
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
