New Securities Not Included in "Include All Securitites" Saved Reports

gmk3

When new securities are defined, those securities are not included in existing saved asset balance reports that are set to "include all securities".
Quicken Deluxe for Windows build 27.1.37.25.

Quicken Anja

Hello @gmk3,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

To start with, I suggest that you try validating and/or super validating your data file to see if this will help. However, I do recommend that you first save a backup file prior to performing these steps.

Validate: 

1. File
2. Validate and Repair File...
   
3. Validate File
   
4. Click OK
5. Close the Data Log
   
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

Super Validate:

1. File
2. Hold CTRL + Shift and click Validate and Repair File...
   
3. Super Validate File
4. Click OK
5. Close the Data Log
   
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

Let us know how it goes!