Dashboard and Investments
Hello,
Anyone else notice that for an investment account the dashboard amount is different than when you click on the account and it shows the balance? I can't get these to sync up lately.
I found it easier to have them be manually so the accounts have the holdings entered manually.
Best Answer
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Hello @tbo45,
Thanks for reaching out to the community! To help bring some understanding to your inquiry, here is a great article about why you are seeing a difference between the Accounts List and the Investments tab:
Additionally, here is an Idea Post that you might be interested in voting for and following, that is related to your own post:
Thank You,
Coach Jon
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Answers
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Yes. For me the account balance is correct for my investment account, which is most important for me. But the Market Value amount is not correct under the Investments page. For me the issue is that the total for Market Value does not include cash positions.
It would be nice if it worked better, but I'm tolerant of it. Coming from Mint, the entire Investments page was a disaster, nothing was correct.
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