Accounts listed as Investment accounts in the account list don't show up as Investments in the Net W

Johninrsf

Why do some accounts that are set up as Investment accounts and listed as such in the Account List show up as something else in the Net Worth page (e.g. other assets)?

UKR

On one of these accounts please go into Edit Account Details,

• in the General tab, what is the Account Type?
• in the Display Options tab, what is the selected Account Intent (e.g., Investment / Personal)?

Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows

https://community.quicken.com/discussion/7663259/faq-how-do-i-post-a-screenshot-in-the-community-from-a-mac

Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.

Jim_Harman

Changing the Intent of a banking account to Investing does not always put it in the Investing group in reports.