Problem with 1-Month Gain/Loss

Have you owned the security for more than a month? Do you have a previous month-end price on file?

Give us an example of what Quicken is calculating and what you think the right answer is.

Yes I have owned them for years. I update/download prices once a month but not exactly on the same date.

Don't know what Quicken is calculating because it shows zeros for most and non-zero values for some. Can't figure out why. What examples do you need?

I suspect your downloading schedule is causing the problem. If, as far as Quicken is concerned, there is no change in price in the last month, then the

Pick a security that Quicken is reporting zero for, and check the price history. If there's no price in the last month, enter one, and see if that solves your problem.

For an example, I was hoping to see something like: For Security A, I had 1000 shares at 10.00 last month, and they were worth 10.46 yesterday. That's a 4.6% increase, but Quicken is reporting 0%. All we're trying to do is get the same information you have so we can track down the problem.

Regards, Fred

Looking at price history... Security A 11/2 $20.05 12/3 $19.75 Quicken reports 0 Gain/Loss (Wrong) Security B 11/2 $13.90 12/3 $13.65 Quicken reports correctly the 1-month loss by multiplying the price difference by the number of shares. This what baffles me.