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Bug: Home Dashboard widgets “revert” to “Include only selected securities” after an update

adamberger

On my dashboard I have widgets for "Portfolio Value Graph By Account" and for "Net Worth by Assets and Liabilities" When I click the customize view on both, I set the Securities tab to "Include all securities", and press OK. If I then update my accounts, and they add new securities, I will find that both of these widgets have reverted to "Include only selected securities" with the new securities added. This means that these widgets understate the value of my portfolio. I'm on Quicken Deluxe vR65.29, Build 27.165.29

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adamberger

Thanks

Quicken Kristina

Hello @adamberger,

Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information.

The widgets you're referring to aren't available on the dashboard. Are you using a custom view?
When did you first notice this issue?
Does this happen only when new securities download, or do you also see it when adding new securities manually?
Your wording is a bit unclear; when you say "both of these widgets have reverted to 'Include only selected securities' with the new securities added", which securities are not being included?
Does it still show "All Securities" on the title bar, but shows only selected securities when you choose the Customize this graph option?

I look forward to your reply!

Quicken Kristina

Hello @adamberger,

We haven't heard back from you in a while. Do you still need assistance?

Check back and let us know! Thank you.

UKR

I just noticed this discussion.
Based on the wording, the OP uses a Home tab Classic view page, not the new dashboard.

Due to my limited securities trading I cannot confirm or deny what happens when one purchases new securities.
My Portfolio graph view is set to "Selected securities" and all securities are marked as selected. I have no reason to believe my numbers are missing something.