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Re: Pie Chart does not show the correct Value for Cash accounts[ Message Board ] [ Archives ] [ Search ] Posted by Mark on August 28, 2007 at 11:31:16: In Reply to: Pie Chart does not show the correct Value for Cash accounts posted by Tim on August 28, 2007 at 11:02:53: : I have a cash account in my Portfolio. I have added money to and taken out money from that account by Purchase and Redemptions. When I use the Pie Chart, I found that the Pie chart display the wrong amount for this Cash account. It actually displayed the total of the two investments and didn't include the redemptions. However, the ammount shows in the Portfolio editor for the Cash account is correct. : I have tried to create a new portfolio and open the same investments including the case account there. The Pie Chart can display the correct amount of the cash account over there. : Do you have any idea of this problem? Should I recreate my Portfolio and sub-portfolios and open all my investments over there? Hi Tim, Are you looking at the pie chart for the current date? The Portfolio Editor displays current values. What type of pie chart are you looking at? I'd suggest creating a Portfolio Value report, and listing by the same item that your pie slices are displaying (Investment, Symbol, Asset Type, Investment Goal, or Investment Type). Also, make sure you set the date the same in the report as you have on your graph. Thanks,
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