Show hidden investment accounts in Portfolio graph?

HendersonWorldwide

Is there some way to include hidden investment accounts in the Portfolio graph without unhiding them? The graph is inaccurate without these accounts included

Quicken Jasmine

Hello @HendersonWorldwide,

There is currently an idea post regarding making hidden investment account data visible within the Dashboard, Portfolio, etc. You can follow this link to access that idea where you can add your vote and keep an eye out for any updated information.

For now, I suggest following this workaround provided by @jacobs within the idea thread: "If you go to Accounts > Hide & Show Accounts, you probably have your old account marked as Hidden (and possibly as Closed). Is that correct? If so, although this seems unintuitive, uncheck the Hidden box for the old account. You should now see the old account in your left sidebar under the Retirement heading, right? (If the account is Closed, it will be in italics, but that doesn't really matter for this.)

Now, at the top of the left sidebar, click the ••• icon and select Sidebar Settings. At the bottom of the Settings page, in the Accounts to Display section, uncheck "Closed". Your old account will now disappear again from the left sidebar… but because it isn't a "hidden" account, it will now show up in your Portfolio view history! I've done this for my closed accounts, and it works exactly the way I'd like it to."

I hope this helps!

HendersonWorldwide

I used the work around and added my vote to Quicken fixing this issue

Quicken Jasmine

Hello @HendersonWorldwide,

Great, thanks for coming back to update us!