Net worth graph issue/bug

My net worth from my Account Listing is very different from that on my Net Worth graph. It appears the graph is excluding certain transactions and/or accounts. Anyone know of a fix?

Comments

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited October 24
    If you haven't already, I suggest you customize the NetWorth graph so that it includes the same accounts in your Account Listing and all categories, tags, and securities: click on the small gear icon on the upper right and select Customize this graph
  • Scoe
    Scoe Member ✭✭
    I had the same problem. The answer by user KB8 in the topic "Net Worth Graph Way Off!" seemed to fix the problem for me. It's a bug, and not obvious - he did the work to figure out what was missing. Bottom line, in the categories, the special Quicken categories starting with underscore "(_" were not being included even when you select "include every category." Try using "Select categories" then "select all categories." It seems to be working for me.
    Here's the thread:
    https://community.quicken.com/discussion/7897469/net-worth-graph-way-off
  • Scoe
    Scoe Member ✭✭
    > @Scoe said:
    > I had the same problem. The answer by user KB8 in the topic "Net Worth Graph Way Off!" seemed to fix the problem for me. It's a bug, and not obvious - he did the work to figure out what was missing. Bottom line, in the categories, the special Quicken categories starting with underscore "(_" were not being included even when you select "include every category." Try using "Select categories" then "select all categories." It seems to be working for me.
    > Here's the thread:
    > https://community.quicken.com/discussion/7897469/net-worth-graph-way-off

    I had trouble getting this to "stick" on the Net Worth chart on the main First Page, and had to restart Quicken and do it again. Now it seems to work.