Re: Problem with Investment Performance report

It sounds like there may be a discrepancy between the data in your register and the data being pulled into the report. Here are a few suggestions to help troubleshoot the problem:

1. Check the date range of the report: Make sure the report is only including the transactions from the correct date range. If the report is pulling in transactions from outside the date range, it could be causing the discrepancy.
2. Check the account settings: Make sure the account settings in Quicken are set up correctly. Specifically, check the "Lot selection" and "Accounting method" settings. If these settings are not configured correctly, it could be causing discrepancies in the report.
3. Review the transaction details: Double-check the transaction details for the "Removed" and "Added" transactions. Make sure the share quantities, share prices, and dates are all accurate. If any of these details are incorrect, it could be causing discrepancies in the report.
4. Contact Quicken Support: If none of the above suggestions resolve the issue, it may be necessary to contact Quicken Support for further assistance. They may be able to provide additional troubleshooting steps or escalate the issue to their technical team for resolution.

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