Today my Investments tab only shows my brokerage accounts, no retirement accounts are shown.

skthwaite
skthwaite Quicken Mac Subscription Member ✭✭
edited October 29 in Investing (Mac)

So my total for my investments and daily gain, only sum up my brokerage accounts. Did something happen on the last update? Im using MAC version.

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @skthwaite,

    Are you still experiencing this issue?

    Let me know!

    -Quicken Jasmine

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  • rm77
    rm77 Quicken Mac Subscription Member

    Yes I am having the same issue. Please suggest.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @skthwaite @rm77 To avoid confusion, can you clarify where in Quicken Mac you are looking to see your daily gains?
    – Portfolio window > Portfolio Value?
    – Dashboard > Holdings?
    – Calendar?

    Are your retirement accounts invested in mutual funds whose daily change doesn't get posted until early evening, or do you have some individual stock or ETF holdings?

    In the Investing Dashboard > Holdings card, is the filter set to show "All Investing Accounts"?

    In the Portfolio screen, similarly, is the third filter set to show "All Investing Accounts"?

    Quicken Mac Subscription • Quicken user since 1993

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