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Quicken Classic for Windows
Reports (Windows)
holding missing from net worth report
ag71
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?
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Tom Young
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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