Using Q2008 H&B, Win XP Professional.
Refinanced a property. Set up loan as usual. Linked Asset Account. When I open the liability account and go to "Overview", the Account Status section correctly shows the value of the linked asset. However, the Account Balance bargraph does not recognize any value for the asset account. All settings under Options>Customize are correct as far as I can tell. However, when I open the asset account, the bargraph displays correctly.
Clues:
- This is observed on three loans (different properties.) All of these loans were refinances (where there is another liability account) but the previous liability account balance had been zero for at least a year on 2 of them and the third was an immediate refinance (where the new loan paid off the previous one.
*In the liability overview window under "Account Status" I have no line item for "Equity" for these 3 loans, as I do for other loans. However, "Value of Linked Asset" displays the correct value.
*I have at least 60 active loans set up in Quicken, and this behavior is not observed in the other loans I have looked at. None of the other loans were refinances, so refinance seems to be a common denominator.