Asset Allocation Screen to Actual Allocation Drill-down: Simple Investment Accounts Not Selected

Hi all,

I'm a user of Quicken R67.7, and I've noticed the following behavior on the Investing→Allocations screen.

If All Accounts \ All Securities are selected, the Actual and Target pie charts are shown correctly. However, when double clicking the "Actual" chart to see a larger view of the current allocation, it seems that Simple Investing accounts are not selected by default for the chart in the pop-up report.

I can select and enable these accounts to appear in the report, and they appear correctly, but this choice is never retained. I've found that I repeatedly have to re-select the unselected accounts in the pop-up report despite All Accounts\All Securities being selected in the underlying window.

I would expect the pop-up report to honor the All Accounts \ All Securities setting from the underlying screen, regardless of whether they are Simple or Complete. I know it seems like a minor nit, but I'm curious whether others have noticed this or if it perhaps a very small bug.

Thanks,
Brandon