Close Investment Account and Past Transactions Disappear from Reports (Q Mac)- Followup
the Quicken rep is missing the point - I have the same issue. The initial question was/is valid. Once I close investment accounts their previous transactions are removed from the investment graphs. Yes, the transactions are saved in the system for future view - but they no longer show in the investment charts. The chart just shows a "Jump" in its value at the time the investments are transferred to the new account. The portfolio value today is the same, but the value from last week (on the chart) is now lower by the closed account's value. The only way to avoid this is to keep the closed account showing in the sidebar (which frankly is silly since it's closed and it takes up valuable space). Moving investments in Quicken should NOT alter the existing investment graphs at all - but it does... Please fix this issue.
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