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Net Worth reports

Adience

new to QMac.

I tried all the default Net Worth reports. in all of them, I know for sure all my accounts (except for one separated account) are selected, like this screenshot.

But when the report is shown, the Property & Debt accounts are not being taken into account. like this. I am using the "View NW grouped by account" report because it let me show all the assets and liabilities that are being counted like that. but in the "over time" line chart is the same, no Property & Debt items.

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Comments

RickO

Are you using the "Net Worth Over Time" report, the one with the gray icon in the reports list? If so, this is an old now-deprecated report that uses the old reporting engine which is known to sometimes be inaccurate. If you are seeing this in only this report, that is likely the problem. Since this report is deprecated, don't expect Quicken to fix it. You should instead use one of the other Net Worth reports, the ones with the green icons in the list. If the problem exists in those reports, I'm sorry but I don't know what would be causing that.

John_in_NC

I suspect this is also with the new reports as well as the screenshots are in dark mode. Also, the "deprecated" report still shows the Property & Liability accounts.

I'm not a gambling man, but if all the accounts are selected as the OP claims, this might be a mixed currency issue as, from other posts, he or she has a mix of US and CAD$ accounts.

Jon

@Adience did say in a post last week that they had a Canadian mortgage, so I think @John_in_NC may have identified the problem. There's no way to get everything on one report when you have accounts in multiple currencies, you have to select which currency you want to look at & you only see accounts in that currency.

When I tested adding a Canadian currency mortgage to my Quicken file full of US$ accounts the Net Worth report would either show the mortgage or everything but the mortgage. When I switched the mortgage over to US$ I got everything on one report.

Adience

aww ok, yeah it's a Canadian $ mortgage account… I guess that's the problem…. thanks all

Adience

this is quite baffling because I just learnt (from another post) that QMac can sync both US and Canadian accounts (I just tried, even my Canadian RBC mortgage account can be sync'ed), but it can't merge different currencies, despite the fact that QMac Deluxe can also auto update exchange rates for free (Qwin needs premier level account)