How to Remove a Business Brokerage Account from a chart

Question

Steps to Reproduce:

* Open investment dashboard with preexisting charts filtered by accounts.
* Add a new "Business Brokerage Account".
* Note automatic addition of this account to all charts.
* Attempt to customize charts to exclude this account.

Expected Behavior:

I expect to see the 'Business Brokerage Account' in the list of accounts when customizing charts, allowing me to include or exclude it as desired.

Actual Behavior:

The 'Business Brokerage Account' does not appear in the list of accounts for chart customization, preventing me from excluding it from the charts.

UserSinceDosVersion · Answer

The solution is to:

1- Edit the offending business account and change the Display Option from "Investment" to "Personal"

2 - Edit the graphs (now that the account is available in the UI)

3 - Change the display Option back to "Investment" from "Personal"

mshiggins · Answer

"Not sure if this matters. I am working with the Portfolio Value Graph By Account."

Your original post said step 1 was:

"Open investment dashboard with preexisting charts filtered by accounts.

I don't see a "Portfolio Value Graph By Account" at Investing > Portfolio > Dashboard.

I see "Total Value", "Portfolio by Security", "Top Movers" and "Value over Time". But all of those widgets/cards are controlled by the same customizations.  Is one those what you're referring to?

There is a Home tab widget, "Portfolio Value Graph By Account", which can appear on any Home tab "View", and even multiple times on the same Home tab "View". Is that what you're referring to? That graph doesn't appear at Investing > Dashboard.

"The workaround I used was to recreate the graphs."

Quicken Home tab widgets have had problems "remembering" their customizations for years, and recreating them from scratch (deleting them from the Home tab View, adding them back, and re-Customizing them) has usually been the only way to correct them when they fail. I'm not sure how one "recreates" an Investing > Dashboard widget.

"Interestingly, now I have no way of creating a Portfolio Value Graph for the Investing Business account since it does not appear in the Account list."

I understood you to say in your original post that you wanted to remove the business investing account from the graph. Have you changed your mind?

That aside; as I noted in my previous reply, I got different results with different Quicken releases: R54.9 seemed to handle the situation as expected - R50.16 did not. You have not said what Quicken release you're running. If you're not using R54.9, you might consider doing so.

In any event, I would encourage you to consider whether designating a Quicken investment account as a "business" account will serve any useful purpose.

Basically the only thing designating a Quicken account as a "Business" account does is group that account with other Quicken "Business" accounts (in the Account Bar, for example): it does not insure that transactions in that account will be treated as "business transactions".

Quicken cannot reliably treat all investment transactions in a given account as "business transactions". Some transactions in an investment account (a Dividend transaction, for example) will always be "personal transactions".

To be a "business transaction", a Quicken transaction must meet one of two criteria: it must have a Schedule C tax line item assigned, or it must have no tax line item assigned but have a "Business Tag" assigned.

A Quicken "Dividend" (Action=DivInc) transaction (for example) can never pass either of those tests, so it will always be a "personal transaction".

-JP

UserSinceDosVersion · Answer

Not sure if this matters… I am working with the Portfolio Value Graph By Account.

The workaround I used was to recreate the graphs.

Interestingly, now I have no way of creating a Portfolio Value Graph for the Investing Business account since it does not appear in the Account list.