Sidebar Amount vs Account Detail Amount (Q Mac)

tripamer

Hello - My 401K account is updated online, and the balance on the Account page shows the correct balance (within a penny) that my 401K provider's online account has. The portfolio stocks/#shares match exactly. However, the balance on the Account Sidebar that shows your net worth is off by a lot. I've been trying to figure out what to do.

I've had to do some manual tweaks to this over time, but I'm not sure if that has anything to do with it. I've attached a few screenshots to show what I mean.

Thanks in advance for any help.

quicken-401k-summary.png

quicken-401k-detail-amount.png

quicken-401k-portfolio.png

volvogirl

Make sure the ending date is the same. You might have a future dated transaction or price.