Why does the Investing Portfolio view show a different amount for an Account in the left panel?

klenab31
klenab31 Quicken Windows Subscription Member ✭✭
in Investing (Windows)
My Home Office Fixed account is cash and the value in the accounts column on the left shows a different amount than the Investing Portfolio Show Value view. So, the Totals do not match up between the two lists.

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    There may be a number of reasons the amounts differ.  For example, perhaps you're viewing the balance on different dates (check Current Balance) or you're not including the same securities (check No Security).  

Categories