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First, make sure that the report has the date range, accounts, and securities that you want

After running the report, click Customize to check the date range, accounts, and securities.

Second, your report may be incorrect if you upgraded from an earlier version of Quicken


  1. Back up your data file.
  2. Set your keyboard mappings to the Quicken standard. (Choose Edit menu > Preferences. In the left pane, click Setup. Under Keyboard Mappings, select Quicken standard.)
  3. Open each investment transaction list, press CTRL+Z, and follow the on-screen prompts. This procedure recalculates your transaction lists and resets the price history.
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