Tried to run net worth report and got garbage

ghost0
ghost0 Member ✭✭
edited June 2025 in Reports (Windows)

NW report shows accounts with a balance that have been zero for ten years. Current investment accounts show negative balances but all accounts are positive. Any suggestions?

Answers

  • [Deleted User]
    [Deleted User]

    @ghost0 double check that all securities are selected on the Securities tab. When new securities are added or removed, the updates or changes are not automatically made in report options.

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    It would be helpful to understand what "NW report" you're referring to here. Is this a report you've triggered by clicking on Reports > Net Worth & Balances or one of the various and numerous net worth windows under the "Home" tab?

This discussion has been closed.

Categories