Portfolio View Not remembering position (Q Mac)

Concordman

Whenever I switch investment accounts I note that in one particular account the desired portfolio view is not remembered . I note this in just one account all other accounts remember the desired portfolio views.

Quicken Kristina

Hello @Concordman,

Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. When did this issue first start happening? Was there anything that happened just before the issue started, such as a power surge, power outage, update, unexpected program or computer shutdown, etc? Do you keep your Quicken file directly on your hard drive? Is it synced with any cloud service, such as iCloud? The simplest way to check file location, if you are in your Quicken, is to click on File>Show "file name" in Finder. It will bring up a finder window with your file highlighted. You can hold down the Option key to see the file path.

Thank you.

Concordman

First observed this issue when I updated to V7.0..This is a relatively new issue , the other items youasked about are not applicable. S I mentioned above its impacting only one of my investment accounts, all others working properly.

Quicken Kristina

Thank you for your reply,

Due to the nature of this issue, it is recommended that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and escalate the situation as needed.  The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!

Concordman

Interesting that QM remembers correctly when queried by security..but wont remember by Type

jim430

Condorman is correct. Portfolio view "by type" collapses constantly (including every time a security price is changed manually). the view "by security" does not collapse. This behavior started recently with release Quicker for Mac V7.0.1.

Sabrina G

Mine started doing this as of the May 2023 update (v7.02). It didn't before. For me, it's only when viewing at the total Retirement level (I have 7 accounts under it). I don't like it. I'm used to being able to see a nice summary when clicking on Retirement. I would very much like it to be changed back so that it remembers how it was the last time viewed.