Portfolio Value Card - Graphing Error on HOME page Dashboard

SWLye

Others have noted inconsistencies in the Total Value reported in the upper left of the card and the final value shown at the end of the graph.

I first noted that the card's Total Value was always correct for either All Accounts or selected "current accounts". It was always the graphed values on this card that were substantially understated throughout the entire graphed interval.

By trial and error, I found that only the Total Value properly includes "cash accounts" that are grouped within the Investments category. While this error occurs on the Home page Dashboard Card, the Investing page Dashboard correctly tabulates the current value of ALL investment assets - including these cash accounts.

Quicken Jasmine

Hello @SWLye,

Thanks for reaching out!

To help pinpoint the issue, could you tell me if any of your cash accounts within the Investments category are set to be hidden in transaction lists or the account bar? Have you customized the Portfolio Value card to include or exclude certain accounts, and if so, how are those settings configured?

Also, when you notice the graph values being understated, does this happen consistently over time or only for certain dates? Do you see any difference in how the Portfolio Value card behaves if you toggle between “All Accounts” and specific account groups?

Let me know, thank you!

Quicken Jasmine

https://community.quicken.com/discussion/7962432/portfolio-value-card-graphing-error-on-home-page-dashboard

I haven't heard from you yet. Are you still needing assistance?

Let me know!

Quicken Jasmine

https://community.quicken.com/discussion/7962432/portfolio-value-card-graphing-error-on-home-page-dashboard

Checking in once more before this thread is closed due to lack of activity!

Quicken Jasmine

This thread has been closed due to a lack of activity. If you are still experiencing this issue, please start a new thread.

Thanks!