Portfolio Dashboard missing 1 fund
When I am in investing on my portfolio tab all funds show, however when I go to the dashboard one account is missing a fund…. yet it displays on the portfolio tab? That account has two funds in it and only one shows
Quicken Classic Windows R60.18 Canadian
Answers
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In the Portfolio, click the CUSTOMIZE button near the top, click the Securities tab in the Customize dialog and make sure that the missing fund is selected for inclusion.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Thank you for the suggestion, it is selected… for some reason it is missing from the visual dashboard that has charts and graphs but is included in the portfolio view which just has the numbers
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Maybe this is a case of differences between QUS and QCDA … but I don't see how on my Dashboard I can show individual securities.
SO, to see if we're talking about the same thing, when you're on that screen, what's on the VERY top line of the screen that starts with the Red Q logo. Specifically, what's on that line after your file name? (Because I just now realized that the term Dashboard is used to describe multiple things).
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Hello, I have uploaded two pictures one shows both securities under the portfolio tab and the other only shows the one security when you switch to the dashboard tab. Hopefully that helps clarify… just not sure why the other security disappears…..
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