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How to show Currencies for international Investments in Reports/Investment Income?

Stan Moderate

I am running the latest Quicken Premier software (R57.16) and preparing my Tax Return (Australia). I notice this year the Total investment is simply the sum of all the various currencies 'raw numbers' which is incorrect (I have 6 - UK£, US$, ****, HK$, S$ and CNY).

I am sure in past years the Sum was in the Base currency calculated at the latest Forex rates and I was able to switch Report currency to get the individual numbers, I now find there is no currency option in the Settings pull down menu?

Any help appreciated.

No Currency options.jpg

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Accepted answers

Chris_QPW

This is a bug that was introduced at the same time they introduced the "Early Access" customize dialog.

If you turn off the "Early Access" customize dialog the old customize dialog doesn't allow you to select the Organization or Currency.

And yes, this did work before they made the changes to add the new customize dialog.

The workaround is to switch to the Early Access dialog (which in turn has its own set of bugs in it. A no win situation).

Edit → Preferences → Early Access → select Customize Reports

Stan Moderate

Thanks Chris - that worked but I reverted back as I don't want to introduce further glitches. Hopefully it will be fixed in time for our next Tax Returns (July 25')😉

Christina - I did report the issue but didn't know about attaching the Log File, I shall do as you ask👍️

All comments

Boatnmaniac

Go to Edit > Preferences > Calendar and currency. Is the box for Multicurrency support checked?

Stan Moderate

Thanks Boatnmaniac for that, but that's not the problem.

I did have Multi Currency Support checked and thought I might uncheck, logout and restart to see if that helped, however (fortunately) Quicken give me a warning "Delete all foreign currency accounts and securities before switching back to single currency support"! Luckily it changed nothing😢

Stan

Stan Moderate

Forgot to add - I am absolutely convinced this was not an issue last year so an update has changed something.

Chris_QPW

This is a bug that was introduced at the same time they introduced the "Early Access" customize dialog.

If you turn off the "Early Access" customize dialog the old customize dialog doesn't allow you to select the Organization or Currency.

And yes, this did work before they made the changes to add the new customize dialog.

The workaround is to switch to the Early Access dialog (which in turn has its own set of bugs in it. A no win situation).

Edit → Preferences → Early Access → select Customize Reports

Quicken Kristina

Hello All,

Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.

We have forwarded this issue to the proper channels to have this further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files attached and (if you are willing) a sanitized copy of your data file in order to contribute to the investigation.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience!

Thank you.

(CTP-10512)

Stan Moderate

Thanks Chris - that worked but I reverted back as I don't want to introduce further glitches. Hopefully it will be fixed in time for our next Tax Returns (July 25')😉

Christina - I did report the issue but didn't know about attaching the Log File, I shall do as you ask👍️