Investing Portfolio Market Value only shows Retirement Account amounts in Quicken Deluxe

marcdcmb

If you highlight the Investing section on the left navigator you see the exact same results as if you highlighted the Retirement sub-section under it. Brokerage accounts are all ignored.

If you highlight the Brokerage sub-section the correct values are shown just for those non-retirement accounts.

Any chance, when highlighting the Investing section, we can see an aggregated view of ALL of our investments? Both Brokerage and Retirement?

It's a little thing but it seems like a simple fix.

marcdcmb

Well, it turns out that I had the filter (located on the "Data as of…" line) set for my investing page to "All Retirement Accounts" and completely didn't notice it.

I guess, for my use case, I was expecting that filter to always default to ALL applicable accounts under the heading. Regardless, it's my error that I did not notice it. #LFMF