Incorrect net worth report

Rich
Rich Member ✭✭
edited August 17 in Reports (Windows)

When I run the net worth report, The amount Shown for one of my accounts is way off. The account balance shown in the list of accounts is correct but does not match the net worth report. I have noticed that others are reporting the same problem. Quicken needs to fix this!!!

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Not enough info provided to help you.

    In the Account Bar, are you showing current value, or Ending Value? Right click on the "All Transactions" header to view this.

    What TYPE of account is this? Are you downloading into this account? What FI? What shows in the Account register? How does the register compare to the report?

    Because when ONLY a single account is involved, user error is MUCH more likely than Q error.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • abacus
    abacus Member

    check the Date Range setting at the top -
    along with the Customize "gear" settings for the selected elements for the report -

  • BNM
    BNM Quicken Windows Subscription Member

    I've been having the same problem for a while now… My report shows zero balance across the board for bank and credit card accounts, and incorrect values (constant for the past year) for investment and retirement accounts. All accounts are checked in the filter, and i have data all the way back from 2001. The report was perfect until sometime in April or May this year. Not sure what happened. This is the current version I am using.

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