Investing Dashboard filtered to Retirement showing incorrect values

BrandonQuick
BrandonQuick Quicken Windows Subscription Member
in Investing (Windows)
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.

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    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?
    QWin Premier subscription
  • BrandonQuick
    BrandonQuick Quicken Windows Subscription Member
    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
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited March 2021
    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
    QWin Premier subscription

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