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Retirement account missing in Portfolio list under the Investing tab

rahfam5

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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Accepted answers

Jim_Harman

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.

All comments

Jim_Harman

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.

rahfam5

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

Jim_Harman

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.