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Hello, thank you for reaching out on the Community. If all of the accounts are appearing in the account list then we would expect them to appear in the summery as well. There are a few drop down options at the top of the PORTFOLIO tab within INVESTING. They are labeled SHOW, GROUP BY and AS OF. There is also a CUSTOMIZE option. Have you checked to be sure that the drop-down menus will include the accounts? Also, you may have placeholders that need to be adjusted or added to the register.
Were you able to give this a try, or have you already done these steps? Let us know how it went so that we can further assist if necessary!
- Quicken Diana
5
Answers
-
Hello, thank you for reaching out on the Community. If all of the accounts are appearing in the account list then we would expect them to appear in the summery as well. There are a few drop down options at the top of the PORTFOLIO tab within INVESTING. They are labeled SHOW, GROUP BY and AS OF. There is also a CUSTOMIZE option. Have you checked to be sure that the drop-down menus will include the accounts? Also, you may have placeholders that need to be adjusted or added to the register.
Were you able to give this a try, or have you already done these steps? Let us know how it went so that we can further assist if necessary!
- Quicken Diana
5 -
Diana,
Thank you for your reply. I had customized the "Show: Value" view of the Portfolio pane, which is where the one account was displayed but all fields, including the value field, showed 0's. Based upon your suggestion I changed to "Show: Custom1" and then customized the fields to be displayed. All of my accounts now show the market value that matches the values shown in the left hand account summary pane. Thank you for the suggestion.
Mike Cetera0