Net Worth Report Missing info
Since the switch on receiving Charles Schwab transactions, the net worth report is not working properly. Although each account shows transaction history and holdings going back many years, the net worth report shows 00.00 balance in almost all the accounts except for Nov 2021 when the Schwab switch took place, and even for Nov. several accounts show no balance or incorrect balance. I cannot find any way for the net worth report to use the data already in Quicken
This discussion has been closed.