What if something goes wrong with investments?

Choose the question that most closely describes the problem you're having. If you don't see your problem described below, additional help is available online at Quicken Support.

• What if my investment report shows securities I don't want to include?
  Filter the report using the Securities tab in Customize to include only the securities you choose.

• What if my portfolio report and my transaction list show a different market value?
  The report's date range may not include the latest price. Adjust the date range or check the price history for entries with dates in the future.

• What if the capital gains report shows incorrect numbers?
  The capital gains report only shows gain or loss from Sell transactions. Capital gains distributions appear in the investment income report instead.

• What if the investment performance report shows too high a return?
  A short date range causes Quicken to extrapolate returns. Set the date range to 365 days or more for a more accurate result.

• What if my report or graph does not show a cost basis for my security?
  This usually means the first transaction for that security was a ShrsIn entry without a cost. Edit the ShrsIn transaction to add an average cost per share.