Allocation by Security Graph does not report correct total
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Robert Chiarulli
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The issue first appeared with latest release. Version R23.17, Build 27.1.23.17
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Best Answer
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I am seeing that if you have a negative cash balance, the total on the allocation by security graph on the Investing > Allocations page is incorrect by the amount of the negative balance. In my case the cash balance is included in with the "Other" category in the chart and the Other group is positive overall.
This may also apply to negative balances in other securities.
This may make sense because there is no way to show a negative value on a pie chart.
Does this match what you are seeing?QWin Premier subscription5
Answers
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Compared to What? I am running that same release and my allocation by security snapshot on my homepage reports the same total as a portfolio view.
Quicken Business & Personal Subscription, Windows 11 Home
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Compared to Asset Allocation Graph and the Portfolio Screen under the Investing Tab0
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I am seeing that if you have a negative cash balance, the total on the allocation by security graph on the Investing > Allocations page is incorrect by the amount of the negative balance. In my case the cash balance is included in with the "Other" category in the chart and the Other group is positive overall.
This may also apply to negative balances in other securities.
This may make sense because there is no way to show a negative value on a pie chart.
Does this match what you are seeing?QWin Premier subscription5 -
If Jim’s point does not fix it, try removing the snapshot and then adding it back again.
Quicken Business & Personal Subscription, Windows 11 Home
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Thanks! Appreciate the insight. Did not see the negative balance in my portfolio.1
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