Investing account group has no summary data Quicken Classic Mac 9.0.3

Question

Investing account group has no content for portfolio dashboard or tranactions but the sub groups brokerage and retirement have content. The accounts column on the left shows the total value of the brokerage and retirement accounts next to the Investing label. All screen content is missing when Investing is selected. This started today when I opened Quicken to update.

Quicken Anja · Answer

Hello @Bill48,

Thank you for coming back and sharing what resolved the issue.

It sounds like the Investing view filter had somehow become set to “No Accounts Selected,” which would explain why the dashboard and transaction views appeared blank even though the account totals were still displaying correctly in the sidebar.

We’re glad to hear that switching the selection back to “All Investing Accounts” restored the data display. While we can’t say exactly how the filter became set that way, we appreciate you posting the solution in case other users encounter the same behavior.

Thank you!

Bill48 · Answer

For some reason the selection box next to the Date as of selection was set to No Accounts Selected. I then chose All Investing Accounts and the data is back. There doesn't seem to be any way for me to set that to No Accounts Selected so I have no clue how it got in that state.