Dashboard and Investments

tbo45 Member
edited April 19 in Investments


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


  • RockLee
    RockLee Member ✭✭✭

    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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