Investment Account Calculation Error
brianchristenson
Quicken Windows Subscription Member
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.
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.
1
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