Portfolio Value Report does not include Closed Accounts?

ChicagoGuy62

I recently changed brokerages and moved all my investments from Broker A to Broker B. I created a new account in Quicken for Windows for the new brokerage account at B. Over the period of a month or so, my investments moved from A to B until the value of the A account in Quicken was $0 and the value of B account was my Portfolio Value. Then I closed the account in Quicken and hid it in the Account list.

The problem is that the Home page Portfolio Value chart no longer includes the historical value of the A account. My historical value drops to zero and looks like I only started investing in January 2023 when I have historical data going back years.

You should be able to close an account without losing its value in charts. I have NOT selected the "exclude from Quicken Reports and features" option on the Account's Display Options settings.

Any fix for this?

mshiggins

Did you try customizing the Home tab Portfolio Value snapshot to include the closed account?

ChicagoGuy62

> @mshiggins said:
> Did you try customizing the Home tab Portfolio Value snapshot to include the closed account?

Yes. ALL Accounts are selected for the Portfolio Value card.