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Allocation by Account on investment tab shows date in the past

dumbau

I just noticed that allocation by account on the Allocation sub tab under Investment tab has a date of 20 years ago. When I show the full graph, the data appears to be set to an as of date of 3/31/2006.

I can change the date in the full graph but nothing I have tried updates the date of the graph shown on the investment tab allocation view. Saving the report only updates the version in my saved reports. There does not seem to be any mechanism in Quicken to update the allocation tab so it appears to be permanently stuck on 2006. In fact there does not seem to be any way to customize the allocation view at all. It has allocation by type, account and security and that is it.

Any idea how to fix that graph at least? Any way to otherwise customize the view other than the accounts and security drop-downs at the top of the view?

EDIT to add: the other two allocation graphs (asset type and security) have today's date.

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Comments

UKR

Try clicking on the Custom Dates field to bring up the Custom Dates date range selection popup. Change both From and To Dates to Today (click on Date fields and keyboard shortcut "t" should work)

dumbau

I am able to change it after I open the full graph but there is no "custom dates field" on the Allocations sub tab under the investing tab to modify.

Clicking on the show full screen graph displays the date range shown in my original post. Changing it on the full graph does not update the stored setting. The other allocation graphs there have the current date on them but there does not seem to be a way to update the default date for the Allocation by Account graph. Even the gear icon which is normally the graph settings just shows "see a full-screen view of this graph" as the only option.