Why is an investment report balance different from the register balance?

nmerwitzererwitzer · June 2020

The account balance for a specific investment account on an account balances report is different than the register account balance. The difference does not correspond to any transaction in the account.

Sherlock · June 2020

There may be a number of reasons. Reports allow us to filter the transactions included, For example, the date ranges may be differ. It's also possible the account needs to be recalculated: https://www.quicken.com/support/recalculate-investment-register

Sherlock · June 2020

There may be a number of reasons. Reports allow us to filter the transactions included, For example, the date ranges may be differ. It's also possible the account needs to be recalculated: https://www.quicken.com/support/recalculate-investment-register

Why is an investment report balance different from the register balance?

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