Portfolio Value Card Value does not agree to graph

scott62556
scott62556 Member ✭✭
edited June 2023 in Errors and Troubleshooting (Windows)

The Portfolio Value Dollar amount includes all the correct accounts but the graph does not include all of the same accounts. Has anyone had this same issue?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @scott62556,

    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. Is the Portfolio Graph that is missing accounts on your dashboard? If so, have you clicked the gear in the upper right, selected customize, and checked to make sure those accounts are selected? If you are referring to something else, please provide more detail so I can better assist you.

    Thank you.

    Quicken Kristina

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