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Q2010 Conversion Issues -- Net Worth Tab

I am long time Quicken user (starting with one of the DOS versions) and upgraded to Q2010 Premier from Q2007 Premier over the holiday weekend. Running XP Professional.

I have encountered several conversion issues, including the following. I posted a variation of this at Quicken's Live Community site, but received no answers.

When I click on the Net Worth Tab, at the top of my "Home" screen, I get a display of the following headings:

Property (Assets) Debts (Liabilities) Credit

followed apprpriate non-hidden accounts under each of these 3 headings, followed by a total of those items. The amounts (except Net Worth total) all seem correct.

I have a number of active bank accounts (checking and savings), and investment accounts (brokerage, mutual funds, IRAs and 401(k)s), all of which show up everywhere else in Quicken, including a Net Worth Report created using the Report funcion button and the Account Totals Summary displayed on the left side of my screen.

As bank accounts and investment accounts are indeed part of one's net worth, how do I get Quicken to display those accounts under the "Net Worth" Tab?

The checkbox "Don't include this account in net worth total" is NOT checked on all but 1 of these missing bank and investment accounts. [The 1 exception is a foreign currency denominated account.]

What am I missing?

Thanx

Reply to
dave
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I think you're trying to read too much into the name of the tab. Intuit seems to struggle, on occasion, to come up with names for things. Note that the Q2010 "Net Worth" *menu* option used to be called "Property & Debt" ... so you could imagine that the "Net Worth" *tab* is the "Property & Debt" tab ... with extras.

There are also a couple of buttons at the top of the Net Worth tab window: "Net Worth" and "Account Overview" (another not terribly well named item, since there is no single account involved to Overview). I suspect that you are looking at the "Account Overview" button; to see other accounts besides property, debt, and credit; try clicking the "Net Worth" button.

[The "Don't include this account in net worth total" pertains to the Net Worth total at the foot of the Account Bar.]
Reply to
John Pollard

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