Account balance in report is WAY OFF
Ran a "net worth over time" report today which is just account balances at year end and last column being today. I noticed that for my Charles Schwab checking, the balance strangely is WAY WAY off. As in in this report, it shows over $100k NEGATIVE since 2013 growing more negative yearly until it shows (in the report) today as -$196018. If you look behind the report in the account list, you can see this is 100% wrong.
In the report options, all transactions are showing (there are no filters). This report has worked for YEARS and I don't have a clue why so many reports these days have trash data. Is anyone else finding account data in reports is vastly wrong / different than actual value in the account list? (this has been reported to quicken via the "report a problem" tool, but I never hear back from them.
This discussion has been closed.