I recently upgraded from 2006 to 2009, and I am noticing that net worth is reported based on the cost basis of securities, rather than market value.
I'm not liking it this way. I have always entered transactions manually as "shares added" because I didn't like the way they were entered automatically.
So, is there a way to force it to calculate and report amd display net worth based on market value ?
Hi, Bill.
In your Report, click the upper-right button that says Customize. On the next screen, click the Advanced tab and check the box to "Include unrealized gains".
I made TWO Income/Expense reports that I use daily. One has this box checked, the other does not. I seldom look at Quicken's Net Worth report; I just look at Net Worth in the lower left corner of my main Quicken screen.
RC
In Q2008, that figure includes things like your house and cars (assuming that you've entered them and track their value), which some people don't include in their "net worth" calculations.
People like me :-)
"Bert Hyman" wrote in message news:Xns9C2154FEA9FC2VeebleFetzer@216.250.184.7... In Q2008, that figure includes things like your house and cars (assuming that you've entered them and track their value), which some people don't include in their "net worth" calculations.
You can tell Quicken to exclude the balances of individual accounts from that total in the Account List ("Don't Include in Totals"). [The option also applies to at least one other display ("Property & Debt Accounts").]
that doesnt do it for me. whether that box is checked or unchecked, i get the same report or graph
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