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Portfolio Rebalancer issue

kt1023

After updating today to Quicken Windows version 61.16, the portfolio rebalancer tool is totally useless. It suggests a bunch of garbled characters for the value and adjustment to reach target amount. No matter which account or combination of accounts I try to use the rebalancing tool for, it shows the same garbled results. Before running the update, everything was fine.

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Windows

Comments

Quicken Jasmine

Hello @kt1023,

I understand how frustrating it must be to encounter this issue, especially since the Portfolio Rebalancer was working fine before the update.

To help us investigate, can you confirm if the issue occurs across all your investment accounts or only specific ones? Do the garbled characters appear immediately when you open the tool, or do they change when you adjust your target allocations? Have you tried validating and repairing your Quicken file (File > Validate and Repair) to check for any data inconsistencies? Also, are you seeing any unusual behavior in other investment-related tools or reports, or is the issue isolated to the rebalancer?

Let me know what you find, and we’ll work on getting this resolved.

kt1023

Hello Jasmine,

Yes, it occurs for all accounts when using the portfolio rebalancer Also occurs if you select investment, retirement accounts or any custom combination of accounts. The characters appear as soon as the tool is opened. Changing allocation targets didn't have any effect, nor did adding custom allocations. I tried validating and repairing the file, and no issues were found. I tried restarting quicken also, nothing changed. All these I did prior to reporting the issue.

As for other investment related reports or tools, I don't see any further issues upon looking around briefly.

Thanks,

Tim T

Quicken Jasmine

Hello @kt1023,

Thanks for the detailed response. Since the issue occurs across all accounts and appears as soon as the Portfolio Rebalancer tool is opened, it seems like the problem is directly related to the tool itself rather than specific account data. Since validating and repairing the file did not resolve the issue and changing allocation targets had no effect, this may be a software-related bug.

If you haven’t already, I recommend reporting this directly through Help > Report a Problem in Quicken so that I can add your problem report to the open investigation regarding this issue. Let me know if you notice any changes or if anything else stands out.

Thanks!

(CBT-565)

Quicken Jasmine

https://community.quicken.com/discussion/comment/20475245#Comment_20475245

Please let me know once you have submitted a problem report!

Quicken Jasmine

Hello @kt1023,

Just checking in!

IISaltyII

I have this same problem and it hasn't been fixed. Quicken, when will you be fixing this issue?

kt1023

Hello, I have submitted a problem report today regarding the rebalancer tool issues.

JayG2020

Another item in Quicken that I pay for. I cringe everytime I need to update the software. How many things that I use will not work and how long till they find a fix or I find a work around

Quicken Jasmine

Hello @IISaltyII and @JayG2020,

Thank you for joining this thread to share that you are also experiencing this issue and for providing more information. Would you both mind using the instructions in my previous response to submit a problem report?

Let me know once you have done so!

Hello @kt1023,

Thank you!

IISaltyII

Jasmine, a problem report has been submitted. Do you have an update on a timeframe to resolve this issue?

Chris_QPW

@IISaltyII

Quicken Inc never gives estimates on when something will be done.

Bananabowl

I am experiencing this issue also, the same as described above. It does not matter which accounts are included in the report. I estimate this has been happening for about two months.