Dashboard - Portfolio Value doesn't match graph

toddlawyer@
toddlawyer@ Quicken Windows Subscription Member ✭✭
edited June 2022 in Errors and Troubleshooting (Windows)
I changed a couple of savings accounts to Investment (using Account Intent under Account Details). The Portfolio Value card displays the correct amount, but the graph does not include these accounts. I have tried clicking on "All Accounts" and Custom without luck.

Comments

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Unfortunately, the new Dashboard cards don't look at the "intent" of the accounts only the account type, and as such don't include savings accounts in them when investments are shown.

    I would report this as a bug using: Help -> Report a problem
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