Fix problems with your Net Worth report or graph

If your Net Worth report or graph doesn't look right, the issue is usually caused by missing accounts, incorrect balances, or hidden data. You can typically resolve these problems by checking account selections, adjusting the date range, or reviewing your account balances.

Review your customization settings

Make sure all relevant accounts and the correct date range are selected.

1. Select the Reports menu.

2. Choose Net Worth & Balances, then select Net Worth.

3. In the report window, select Customize.

4. At the top of the window, use the Date Range drop-down to select the correct time period.

5. Select the Accounts tab.

6. Choose All Accounts or manually select the accounts you want to include.

7. At the bottom of the window, optionally check Hidden accounts and Separate accounts if those should be included.

8. Select OK to apply your changes.

Tip: If you're viewing the net worth graph, select the Gear icon in the upper-right corner to access similar settings.

Check for incorrect account balances

Unexpected totals, spikes, or dips in your net worth are often caused by inaccurate account balances.

• Open the register for each account included in the report.

• Check the Opening Balance and Ending Balance for accuracy.

• Look for unusually large, dated, or reversed transactions in the reporting period.

Include closed or hidden accounts if needed

Some accounts may affect your net worth even if they don’t appear by default.

• In the Customize Net Worth window, select the Accounts tab.

• At the bottom, check Hidden accounts and Separate accounts to reveal accounts that may have been excluded.

• Review the account list and update or exclude accounts as needed.