Net Worth Report Missing "Education" Category

budgetj75

The Net Worth section is missing the "Education" section in the table breakdown below the graph. The graph numbers are correct, but the table numbers are not. Notice in the screenshots below that the Assets has Brokerage and Retirement, but not Education. While the Accounts view has an "Education" section as well.

Coach Kristina

Hello @budgetj75,

To assist with this issue, I tested to see if I could replicate it. I was able to replicate this issue using a 529 Plan account. Is that the same type of account you have that isn't reflecting properly on the Net Worth report?

I look forward to your reply!

budgetj75

Yes, I have two 529 plans and they're not showing under the Net Worth reports table, but are part of the graph.

Coach Natalie

@budgetj75, thanks for confirming!

The issue with 529 Plan accounts being excluded from the Net Worth Report was fixed just the other day (see here). Please give it another try, as it does look to be fixed.

Let us know how it goes!

-Coach Natalie

budgetj75

Yep, fixed! Thanks.