Net worth report not working.

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.

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Make sure you're using the new Net Worth report, not the one labeled "Net Worth Over Time". The latter is an old report engine report that is being deprecated.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    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? 
    Quicken Mac Subscription • Quicken user since 1993
  • Jake Scott
    Jake Scott Member
    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
    Mikesalino Member
    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
    jacobs SuperUser, Mac Beta Beta
    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 that changes do you wan tot make in the set-up of the report which then cause it no 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).
    Quicken Mac Subscription • Quicken user since 1993