Problem with Net Worth Dashboard Widget

circlespinner Member ✭✭
I'm noticing a likely bug with the Net Worth Dashboard widget.

When initially added to a Dashboard View the Net Worth Graph widget includes unrealized gain.

If, after choosing to Customize this Net Worth Graph widget, the "Categories" tab is simply selected (with nothing changed) and the "OK" button clicked, the Net Worth Graph values change to exclude unrealized gain.

It does not appear possible to restore unrealized gain with any of the graph's Customization settings

If subsequently selecting the "Net Worth Summary Report" button within this Dashboard Net Worth widget, the report specifies "(Includes unrealized gain)" in the header, even though it does not. Also, the "Include unrealized gain" checkbox under Advanced customization settings for the report remains selected. Toggling that setting does not restore unrealized gains.

If an additional Net Worth Dashboard widget is added to the Dashboard View, it will include unrealized gain amounts, unless the steps above are repeated with this widget instance. However, adding this new widget does not restore unrealized gain to any pre-existing Net Worth Dashboard widgets that experienced the problem.

I have duplicated this using a new (blank) QDF file after adding a single investment account and security on Windows version 37.66 Build


  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @circlespinner,

    Thank you for taking the time to report this issue to the Community, although we apologize for any frustration or inconvenience experienced and for not having received a response yet.

    This issue is a bug that has been reported to our Development and Product teams for further investigation and resolution. A solution is expected to be made available as part of a future release, though we do not have an ETA.

    Thank you!
    -Quicken Anja
This discussion has been closed.