Net worth report not working.

Mikesalino

I modified one of my existing net worth reports to include a new account and now the report is completely wrong. Now I find that if I try to set up any new net worth or account balance reports they are wrong. In particular the history numbers are mostly blank.

I have a other net worth reports that still function correctly.

jacobs

Without more information, it's hard to know how to help. Let's start with something basic: if you create a new Net Worth By Year report, with no customization, does it generate a correct report? 

Jake Scott

The net worth report is completely screwed up. I have four different quicken files I use for different family members. It seems to work in 3 (for now), but the fourth one is a complete mess. If you change parameters back and forth (e.g. all accounts to selected), it will morph into another inaccurate representation.

Mikesalino

This has been going on for some time. Is anybody actually looking to do something? My old reports are working as long as I don't change any of the parameters, but I can set up any new ones or fix the faulty ones.

jacobs

No, I doubt anyone is "looking to do something" because no one knows what isn't working.

@Mikesalino As I wrote above, we'd need more information to help troubleshoot whatever problem you're having. I asked you to start with something basic: if you create a new Net Worth By Year report, with no customization, does it generate a correct report? If no, what is wrong about it? If yes, then what changes do you want to make in the set-up of the report which then causes it not to be correct.

@Jake Scott Can you walk us through an example of how changing the parameters causes a Net Worth report to morph into something inaccurate. Describe the steps, or if you can, capture screenshots of parts of your screen (without revealing your actual net worth, if you want to keep that private).

mags

@jacobs I also started facing issue with "Net Worth Over Time" report. Two of my retirement accounts (401K and IRA) are showing incorrect balance. This report was working fine till Nov 2021. Incorrect balance is showing in Dec 2021. I've tried creating a new report (without any customization). But it is still showing incorrect balance. There are no transacations in these two accounts in Nov or Dec. Thanks in advance for any assistance.

mags

Thanks @RickO. Is there a way to include graph in any other Net Worth Reports?

Mikesalino

I'm using the Windows version of Quicken. Version R36.48 Build 27.1.36.48 which I assume is the latest version. The only net worth and account balances reports that I can find are accessed through the reports and graphs center and they all exhibit the same problem.

They accurately show the numbers in the right hand column but any attempt to show numbers from earlier dates, report some of the numbers as of the current date and the rest as zero.

All my older reports still work correctly but I can't set up any new ones.

Earlier comments indicated I should not use "legacy" reports but use a different method to get to the new ones.

What am I missing?