Portfolio graph by account defaults to half-month interval; unable to change the default interval

Fred Flintstone
Fred Flintstone Member ✭✭✭
edited 10:30AM in Reports (Windows)

The Portfolio Graph by Account defaults to a half-month interval. I’ve tried changing the interval to Monthly and saving the report, as well as deleting and recreating it, but none of these attempts changed the default, it always reverts to half-month. Are there any additional suggestions to resolve this? 🤷‍♂️

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    So that we're all looking at the same report or view …

    Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy and attach the image(s) here?
    How do I post a screenshot in the community from a mac

    How do I post a screenshot in the community from windows

    Please save images to files of file type PNG or JPG only. They're easier to work with than PDF files.

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

    I've never used that particular report, so I found that report and opened it, set the interval to Month, and saved the report. It actually surprised me that Quicken actually saved the report under Reports > My Saved Reports and Graphs! The report under the "Home" tab actually stayed on the Half-Month default, but the saved report under Reports > My Saved Reports and Graphs did open with the Month interval.

    Very odd.

  • Fred Flintstone
    Fred Flintstone Member ✭✭✭
    Graph defaulting to half-month interval.pdf

    This report was created by customizing a page on the Home tab and adding the Portfolio Value Graph.

    While the small graph on the HOME tab displays a monthly interval, expanding it to full size always defaults to a half-month interval.

    I hope this makes sense. This has been happening for quite some time. I’ve learned to use the drop-down to change the interval, but it would be nice if it defaulted to monthly. It used to do that so long ago I can’t remember when it changed, possibly when half-month intervals were introduced.

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    That “home view” graph is really just a precustomized variation of a basic report/graph. In this case, it is a variation of the graph from the Portfolio Value & Cost basis report/graph. When you show the full graph, you are seeing a Portfolio Value & Cost basis graph albeit under a different title.

    It used to do that so long ago I can’t remember when it changed, possibly when half-month intervals were introduced.

    I suspect it changed when the ‘Day’ interval was added. Some pointer is saying default to the fourth interval option. That used to be Month but when Day became an interval, the fourth option became Half-month. This is not the only place that happened.

    Programmers need to change the pointer. Nothing (I know of) you can do with respect to that home view graph and how it expands to full graph. As @Tom Young identified, you can save the customized graph itself, possibly having a link to it on you Quicken tool bar.

  • Fred Flintstone
    Fred Flintstone Member ✭✭✭

    What needs to be done to escalate as a bug to be fixed?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited 4:00PM

    Hello @Fred Flintstone,

    Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.

    I was able to replicate the issue in my Quicken and forwarded it to the proper channels to be further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files attached in order to contribute to the investigation.

    Report a Problem QWin.png

    While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

    We apologize for any inconvenience!

    Thank you.  

    (CBT-977)

    Quicken Kristina

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