investing dashboard

bkbaird
bkbaird Member ✭✭
edited February 24 in Investing (Windows)

NEVERMIND! "custom" was being used and Some securities were not checked. By using "all" everything is fine.

I am noticing that my investing account values and the amounts shown in the dashboard are NOT the same. I have looked at individual accounts and each have a discrepancy, some with significant differences. I have tried to sort out why but, I haven't been able to. The dashboard value is always less than the account value.

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @bkbaird,

    To assist with this issue, could you please provide more information? When did you first notice this issue? Which version of Quicken were you using when it started? What exactly are you seeing that reflects differently (which values are different)? What discrepancy are you seeing (missing transaction, duplicate transaction, something else) in each account? Is it the same discrepancy in each account, or is it different? Are these discrepancies also reflecting in reports?

    I look forward to your reply!

    Quicken Kristina

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