Retirement account missing in Portfolio list under the Investing tab

rahfam5
rahfam5 Quicken Windows Subscription Member ✭✭
in Investing (Windows)

Windows Classic Deluxe v R61.21. A new Retirement account appears in Allocations and Dashboard, under the Investing tab, but is not included in the Portfolio list of securities, regardless of how I group them. The total of the market value of the securities under Portfolio does not include that account, whereas it is included in Allocations and the Investing Dashboard.

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Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Near the top of the Portfolio view, click on Customize and make sure the new account and the securities in it are checked to be included in the view.

    I think that despite what the note in the Customize dialog says, new securities are not automatically included unless they are also on the Watch List.

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Near the top of the Portfolio view, click on Customize and make sure the new account and the securities in it are checked to be included in the view.

    I think that despite what the note in the Customize dialog says, new securities are not automatically included unless they are also on the Watch List.

    QWin Premier subscription
  • rahfam5
    rahfam5 Quicken Windows Subscription Member ✭✭

    Thanks so much. I had no idea you might have to do that and I've been using this for 20 years!

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    This is a new issue.

    Until a year or so ago, new securities were automatically added to the Watch List and that added them to the Portfolio views. People complained that the Watch List should default to off, so Quicken changed that, but that sropped them from being added to the Portfolio views.

    QWin Premier subscription

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