Bug: Home Dashboard widgets “revert” to “Include only selected securities” after an update

adamberger
adamberger Quicken Windows 2017 Member ✭✭✭
edited 4:41PM in Errors and Troubleshooting (Windows)

On my dashboard I have widgets for "Portfolio Value Graph By Account" and for "Net Worth by Assets and Liabilities" When I click the customize view on both, I set the Securities tab to "Include all securities", and press OK. If I then update my accounts, and they add new securities, I will find that both of these widgets have reverted to "Include only selected securities" with the new securities added. This means that these widgets understate the value of my portfolio. I'm on Quicken Deluxe vR65.29, Build 27.165.29

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Comments

  • adamberger
    adamberger Quicken Windows 2017 Member ✭✭✭
    edited 9:54AM

    Thanks

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @adamberger,

    Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information.

    1. The widgets you're referring to aren't available on the dashboard. Are you using a custom view?
    2. When did you first notice this issue?
    3. Does this happen only when new securities download, or do you also see it when adding new securities manually?
    4. Your wording is a bit unclear; when you say "both of these widgets have reverted to 'Include only selected securities' with the new securities added", which securities are not being included?
    5. Does it still show "All Securities" on the title bar, but shows only selected securities when you choose the Customize this graph option?

    I look forward to your reply!

    Quicken Kristina

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