holding missing from net worth report

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ag71
ag71 Quicken Windows Subscription Member
edited December 2022 in Reports (Windows)
My wife has a 403b account at Fidelity and one of the holdings in the account is their global commodity fund. When I run the net worth report this fund is missing from the total and I can't figure out why. What am I missing?

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    There is a "Securities" tab on the customization screen.  Any chance that security ISN'T checked over there?  Seems far-fetched but that would result in what you're seeing.
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