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New account not showing in investing dashboard

76bpjbliss

I added a new investment account and transferred securities from a separate account to this new trust account. The account value shows correctly in the Portfolio sub-tab of the Investing tab. However, when I look at the investing Dashboard tab, the new account value isn't included in the total. I can't figure out why. I have selected the accounts I want to show in the customizing tool on the Portfolio tab, but it doesn't carry over to the dashboard, and there is no similar tool on that tab. It was fine previously but now doesn't include this new account.

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Accepted answers

Boatnmaniac

Click on the Accounts drop-down menu and select "Custom". In the popup, make sure that the box for the new account is checked and then click on OK. Does the new account now show up in the Dashboard?

Did this resolve the issue for you?

All comments

Boatnmaniac

Click on the Accounts drop-down menu and select "Custom". In the popup, make sure that the box for the new account is checked and then click on OK. Does the new account now show up in the Dashboard?

Did this resolve the issue for you?

Jim_Harman

Also sometimes new items are not refreshed when in all the places where they should be. You might try exiting and restarting Quicken to see if that causes the list of accounts in the Dashboard to include the newly added account.

76bpjbliss

Thanks, it did actually resolve the issue. I had to click "Custom" as I track a couple of accounts that aren't mine and I need to exclude them from my view. I was able to add the new account in the "Custom" selection though and now it is displaying the correct amount.