Graph error on HOME dashboard graphs

Derek Marsano
Derek Marsano Member ✭✭✭
edited August 31 in Errors and Troubleshooting (Windows)

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.

Comments

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

    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 VP

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