One Single Security Share Amount Doubled on Investing Dashboard 'TOTAL VALUE' and On Home 'PORTFOLIO

jpelletier

One Single Security Share Amount is being Doubled on the Investing Dashboard 'TOTAL VALUE' tile and causing an erroneous value to be shown there. Also, the erroneous value is reflected in the Home tab 'PORTFOLIO VALUE' Tile.

It is only this one single security that is exactly doubling the share amount in these exact two areas. Everywhere else in Quicken that this security is referenced is showing correctly.

1. I do not have any placeholders.
2. I did verify that the actual security share amount is correct (not doubled).
3. I did verify there is no other security with a similar name anywhere.
4. The correct security share amount is reflected everywhere else including in the transaction register. The totals are correct everywhere else in Quicken.
5. I am up to date and running the latest version of Quicken Deluxe for Windows as of 3/2023.
6. I am running Windows 10.
7. I scoured the securities list to make sure there wasn't a duplicate in there.
8. Everything points to this one security share amount being mysteriously doubled in this section of Quicken.

Quicken Jasmine

Hello @jpelletier,

Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

Before I can further assist you, I require some more information. Which financial institution is this security with? What is the connection method? You can see the connection method by navigating to Tools > Account List.

I look forward to your response.

jpelletier

Jasmine,

The financial institution is Voya. The connection method is Direct Connect.

Quicken Jasmine

Hello @jpelletier,

Thank you for providing more information.

To start with, I suggest that you please try validating and/or super validating your data file. However, I do recommend that you first save a backup file prior to performing these steps.

Validate: 

1. File
2. Validate and Repair File...
3. Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

Super Validate:

1. File
2. Hold CTRL + Shift and click Validate and Repair File...
3. Super Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

I hope this helps!

jpelletier

Jasmine,

Just one question before I begin the validating and super validating processes. What is the risk to my data file for each of these actions? I understand you are recommending a data backup prior to beginning however I would still like to know the risks to the original data file involved with these processes regardless of whether I perform a backup.