In Dashboard Net Worth Always Shows Negative Number

Question

Even when NO accounts are selected Net Worth is negative—it shows "other liabilities" as negative when clicks on one of the bars in the bar chart.  Customer Support Rep replicated the issue on his end using his own newly created Quicken Classic for Windows file.  Other experiencing the same glitch?

Tom Young · Answer

Not really an answer but merely an observation.  The "Net Worth" card on the new "Dashboard" has never, ever, reported the correct Net Worth in my file with the difference between reality and the card changing each time.  Maybe an artifact of this particular bug.  Fundamentally I simply don't rely on Quicken widgets or cards as errors of this sort are not all that uncommon.

mshiggins · Answer

I forgot to mention: the old Home tab Net Worth widget does not exhibit the same behavior. You should be able to use that instead of the new Dashboard card.

-JP

mshiggins · Answer

I can't "reproduce" the problem, but I do see the problem in one of my test Quicken files.

I tested in multiple files in both R56.9 and R58.9 and only saw the problem in one R56.9 test file.

I customized the Net Worth Home tab Dashboard card to exclude all accounts (including "Separate accounts") from displaying: in my case, the card showed a rounded net worth value of -$75 (for the "Last 12 months)".

When I clicked on the graph bar for today (Aug 24), Quicken presented an "Assets vs. Liabilities" pie chart showing $75.40 in "Other Liabilities". I don't know why the bar graph showed -$75 as "Assets" while the Assets vs Liabilities pie chart showed $75.40 in "Liabilities", but since negative assets can be thought of as liabilities, I don't see a bug there.

I ran multiple reports looking for the $75.40 - especially Reports > Net Worth & Balances > Net Worth (interval=Month), and Reports > Banking > Transaction (with Date Range = "all dates" in every report): there was no single transaction for $75.40, and there were too many transactions to even attempt to look for combinations of transactions that netted to $75.40.

I used Help > Report a problem to notify the Quicken developers. I suggest the original poster do the same.

-JP