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Investments dashboard card not matching between web and mobile (edited)

kdwilson

The Investments report on the Dashboard > Investments (app version) has no graph (like web version) but an icon depicting a bar chart that when clicked opens the All Accounts detail which seems inappropriate since the subject is Investments not Accounts. At minimum, clicking on this bar chart icon should open to the Investments detail. Finally, I prefer the Investments report on the Dashboard be the same whether web or app version used and the web version is my preference for this dashboard report.

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Comments

kdwilson

The Investments report on the Dashboard > Investments (for both web and app version) offers no time range but defaults to past 30 days (for which I prefer YTD). The Investment report also has a (meaningless axis icon in upper right) which space could be better suited for the time range dropdown.

Coach Natalie

@kdwilson, thanks for posting to the Community!

Since your two posts seem to cover the same items, I have merged them into one post so we can troubleshoot. With that, I checked the Investments dashboard card on both the web and mobile apps, and I see the same data — a graph with a total and change totals. Aside from the numbers differing slightly because investment holdings data is constantly updated, the information seems to match exactly.

Web:

Mobile:

Screenshot_20260701_092305_Quicken Simplifi.jpg

I think we will need more details from you, such as which specific dashboard card you're referring to and what specifically differs between the web and mobile versions when viewing this card.

Let us know!