Asset Class Totals Don't Match in Portfolio and Dashboard Views?
Using Quicken Mac 6.3.1. I was excited to finally see Asset Allocation come to this version of QM. However I discovered two things: 1) it appears as though the Asset Classes are somehow downloaded since when one changes them in the Securities window, the changes don't stick (if they're not changeable then why do they have an update window?), and 2) the portfolio values by Asset Class DON'T MATCH BETWEEN THE PORTFOLIO AND DASHBOARD WINDOWS. Sorry to say, but this seems pretty unbelievable! Am I doing something wrong? Updates seem to be few and far between these days, and when they do come out they bring additional disappointments.
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