Bottom numbers and percent number off after in Investing

johncshafer
johncshafer Quicken Windows Subscription Member ✭✭
edited 9:32AM in Investing (Windows)

N/A appears in securties whhere gain or loss hasn't happened instead of 0

Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @johncshafer,

    If you don't mind, could you please provide a screenshot of what you are seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots if you are not given the option to add attachments.

    Thank you!

    -Quicken Anja
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  • johncshafer
    johncshafer Quicken Windows Subscription Member ✭✭

    Hi Anja,

    image.png

    Part of the totals don't make sense.

    Thanks, John

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I see you have N/As in some of your accounts in the Gain/Loss columns. Did these accounts have positive balances at the start of the time periods with N/As?

    I think the Gain/Loss calculation depends on the starting balance being nonzero.

    QWin Premier subscription
  • johncshafer
    johncshafer Quicken Windows Subscription Member ✭✭

    If I exclude CD Treasury accounts I end up with just accounts in Fidelity and Schwab. Actually each stock has a purchase prce, the N/A occurs in the time slot in the future.

    Thanks for getting back to me.

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