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From: dave on 2 Dec 2009 21:51
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


From: John Pollard on 3 Dec 2009 00:02
dave wrote:
> 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?

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.]

--

John Pollard



From: dave on 3 Dec 2009 23:42
On Dec 3, 12:02 am, "John Pollard" <8plus7...(a)gmail.com> wrote:
> dave wrote:
> > 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?
>
> 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.]
>
> --
>
> John Pollard- Hide quoted text -
>
> - Show quoted text -

You could be right. As I explore the features of Q2010 I am finding
items that for me at least (as a long time user) raise questions.

thanx

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