Double of Investment Number Showing in Portfolio Value Dashboard

Regretfull_User
Regretfull_User Quicken Windows Subscription Member
edited October 7 in Investing (Windows)

Had an issue where 'Quicken Classic Premier - Home - Dashboard - Portfolio Value' compared to "Investing" account values did not match. It appears that the last alphabetically listed 'Investment Account' value is doubled in the "Portfolio Value" dashboard window. When I created a "dummy" investment account named "ZZZ - Unused Account" with no transactions this solved my issue.

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Regretfull_User,

    Appreciate you sharing this—it could definitely help others experiencing the same issue.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • rattytom
    rattytom Quicken Windows Subscription Member ✭✭✭

    I just happened across the investing dashboard the other day - haven't used it before - and I was mystified why the values shown were different from those in portfolio view. @Regretfull_User's solution worked for me ….

    Thank you @Regretfull_User for spending the time to figure this out! Now if only Quicken would fix it instead of complementing you on your "hack."

  • swsearcy
    swsearcy Quicken Windows Subscription Member

    Thank you @Regretfull_User. I was also affected by this and your workaround worked.

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