Investing Reports and Graphs Have Different Sums - should be identical

Pat Sills

This has been ongoing issue for years.

The sums of my investing accounts = A

I create an "Allocation by Account: All Accounts" donut graph that I display on My Summary View. To the right of the donut graph is a summary report showing all sums by account with a total = A.

Now I click Show Full Graph and the total = B. B is close to A but not equal to A.

Now, from the large donut graph display, I click Show Report. The summary by the donut graph = B.

Now I scroll to the bottom of the report where a sum is displayed. The sum = C where C not equal to B, and C not equal to A.

A, B, and C are all close to each other but not equal!

I'm not going to show screen shots here because my data is private, but if an authorized quicken engineer would like to share a screen session with me, I would be happy to oblige.

Ken Sills

Quicken Kristina

Hello @Pat Sills,

Thank you for letting us know you're seeing this issue. To clarify, is this happening only with the Allocation by Account: All Accounts view on your Home tab, or are you also seeing a discrepancy between the graph and report when going to Reports>Investing>Investment Asset Allocation? How big of a discrepancy are you seeing?

Please note that the Community is a forum where users help each other, and there are a handful of moderators, like myself, who can do some troubleshooting with you. If you are wanting to troubleshoot the issue with Quicken Support (who are able to use screen share if you permit it), then I recommend that you contact Quicken Support by phone for assistance. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I look forward to your response!