Investment Allocation by Account.
I have added a new mutual fund purchase in Quicken. In the Accounts Summary I see that the purchase is included in the IRA Account Balance. In the Allocation By Accounts on the home page the account balance does not include the new purchase. I opened settings and checked that mutual fund, then saved it. The new mutual fund is still not included in the account balance in the Allocation by Account. This has not happened before. How do I include the new mutual fund value in the Investment Allocation by Accounts?
This discussion has been closed.