Investment Report Balances Are Different Than Account Balances
I am using Quicken version R66.18 on Windows 10. When I run a balance report, the balances showing on the investment accounts are substantially different than the balances showing on account registers. The account registers are correct. I am using the same saved report that I have used for many years with no problems. This issue just started in February after I updated to the current version. Any help to resolve problem is appreciated.
Best Answer
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@thom235 Sometimes due to internal changes in Quicken saved reports no longer work correctly.
Try going to Reports > Net Worth & Balances > Account Balances and re-creating the report. Does it show the correct amounts now?
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Answers
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@thom235 Sometimes due to internal changes in Quicken saved reports no longer work correctly.
Try going to Reports > Net Worth & Balances > Account Balances and re-creating the report. Does it show the correct amounts now?
QWin Premier subscription0 -
Thank you! That solved my problem. I noticed when I changed the interval from monthly to yearly the balances did not agree. Since I use the monthly interval that doesn't cause me any issues.
Thanks again.
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