Because information in reports comes from categorized transactions in your accounts (A group of transactions in Money for a single bank, brokerage, retirement, loan, or credit card account. Accounts can also track assets such as houses or vehicles, or investments that you want to watch but do not own. See also watch account.) , any uncategorized transactions won't appear. If your report contains uncategorized transactions, these are totaled at the top of the page under the title. To categorize the transactions, click Assign categories.

To see information about an account (A group of transactions in Money for a single bank, brokerage, retirement, loan, or credit card account. Accounts can also track assets such as houses or vehicles, or investments that you want to watch but do not own. See also watch account.) in your Portfolio value by investment account report, the account must be set up as an investment account. To see a list of your investment accounts, at the bottom of the Portfolio value by investment account page, in the Accounts list, select All Accounts.