Graph error on HOME dashboard graphs
Derek Marsano
Member ✭✭✭
Under "Customize View", I have added several graphs, including:
- Portfolio Value Graph by Account
- Portfolio Value vs. Cost Basis
- Net Worth by Assets and Liabilities
- Allocation by Security
- Allocation by Account
For each report, I click the "gear" icon, then "Customize this graph". I select Securities tab → Include all securities. Later if add a new security, and then return to the graph, the Include all securities selection changes to Include only selected securities. I then have to re-select Include all securities.
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Comments
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Yep, that's how it works. The "include all" choice doesn't carry forward.
I'd suggest that you start an IDEA post to bring this up.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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