ROI mistated when asset in acount are transferred from another account
twoaussie
Quicken Mac 2017 Member ✭✭
I moved investment firms this year and used Quicken for Mac functionality to transfer the historical cost from the old investment firm across to the new account at the new firm in Quicken for MAC. The cost value came across at the transfer date such that the unrealized gains/losses are correctly stated. However, when I look at portfolio performance, despite the assets being in a gain position, Quicken indicates a negative ROI %. Any clues how I can fix this or is it a known bug?
0
This discussion has been closed.
Categories
- All Categories
- 56 Product Ideas
- 36 Announcements
- 224 Alerts, Online Banking & Known Product Issues
- 22 Product Alerts
- 704 Welcome to the Community!
- 671 Before you Buy
- 1.2K Product Ideas
- 53.7K Quicken Classic for Windows
- 16.4K Quicken Classic for Mac
- 1K Quicken Mobile
- 809 Quicken on the Web
- 111 Quicken LifeHub