Why Net worth summary report does not match the true net worth
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Joe7
Member ✭✭
Using 2020 Windows Home, Business, Rentals. Version R26.23 Just recently, the Net worth summary report is missing 2 asset accounts, 1 bank account and 1 Investment account. I know this because I did a complete reconciliation. I right clicked on each account and The 4 missing accounts are not listed as hidden, separated or blocked. They appear in the account list but not in the summary report and cannot figure out why. It is only recent, could it be a new release that messed up?
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Best Answers
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What accounts are included in ANY Q report is set by you. Just click on the GEAR icon at the top of the report, then click the ACCOUNTS tab to select those accounts for inclusion.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP2 -
When we select the Net Worth Summary Report button, the options set in the current view are applied to the Net Worth report. I suggest you either adjust the options in the view to include the missing accounts or access the report by directly: select Reports > Net Worth & Balances > Net Worth5
Answers
-
What accounts are included in ANY Q report is set by you. Just click on the GEAR icon at the top of the report, then click the ACCOUNTS tab to select those accounts for inclusion.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP2 -
When we select the Net Worth Summary Report button, the options set in the current view are applied to the Net Worth report. I suggest you either adjust the options in the view to include the missing accounts or access the report by directly: select Reports > Net Worth & Balances > Net Worth5
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