Net Worth Report not showing correct balance over time for brokerage account

azarael
azarael Quicken Mac Subscription Member ✭✭
edited April 2023 in Reports (Mac)

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?

Comments

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited March 2023

    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.

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