Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Investment Account Calculation Error
brianchristenson
I use Quicken Deluxe.
The value of each investment account is displayed on the left-hand sidebar (Accounts sidebar.) The total that is displayed is incorrect.
The Quicken software doubles the value of the investment account in error.
I find this somewhat funny because Fidelity (Quicken) calculates Fidelity Investment Accounts incorrectly. I don't think it's unreasonable to expect that Fidelity would calculate its own investment accounts correctly. But I digress.
To overcome the error, I must use the following manual workaround.
1. Open each investment account and change the cash value to zero dollars.
2. Toggle the "show cents in amount" setting on the Accounts Sidebar on/off.
And, since I update my online accounts as the software opens, I have to take these manual steps each time I use the software.
REQUEST: Please fix the software so that it calculates and displays the correct value for investment accounts.
Find more posts tagged with
Comments
There are no comments yet
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of