Net Worth Report not showing correct balance over time for brokerage account
Recently the net worth report is not showing the correct historical balance for one of my brokerage accounts. It seems to be using the current quantity of investments a few months ago despite my having added more shares in the past month. As a result the historical graph of my net worth is inaccurate. Is anyone else seeing the same problem?
Jon SuperUser, Mac Beta Beta
Which Net Worth report are you looking at? You mentioned the "historical graph"; there's only one Net Worth report that draws a graph - the "Net Worth Over Time" report - and that report uses an old report generating engine that can no longer be relied on to produce correct results. If that's the report you're looking at, try one of the other Net Worth reports & see if you get better results.
Quicken Mac subscription. Quicken user since 1990.1