Limit investment graph time period shown to that of all Quicken data file transactions
Snoopy FC Member ✭✭✭✭
edited January 2019 in Investments (Mac)
For the portfolio graph, when max is selected for the graph, it shows the graph back to 1970 or something crazy. My transactions only go back to 1995. Can the time axis be fixed such that at max, it only extends back to the time period for which records are available in the quicken data file? See picture below.
QMac Subscription - iMac - Quicken Mac user since 1995
lhossus SuperUser ✭✭✭✭✭I would like to see this option be added to the existing choices. That is, retain the existing functionality of Max, and add a choice for Lifetime of the holdings in the particular account(s) being shown. Perhaps label the button for this new choice Life.Quicken Mac Subscription • macOS Monterey 12.6 on MacBook Pro 13" M10
Snoopy FC Member ✭✭✭✭This option really needs to be added so that investment graphs accurately reflect underlying account values. The time period really needs to reflect only that for which there are underlying investment transactions.QMac Subscription - iMac - Quicken Mac user since 19950
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Quicken Community Support Team-Quicken Anja0
It seems this idea was actually implemented since the original request 5 years ago, wasn't it? When I look at my portfolio for Investing, the graph begins in late 1983, which matches my earliest investing transaction in Quicken. When I switch to a specific account which has transactions beginning in late 1999, the graph begins in late 1999.
When I launch Quicken 2017, it does not work this way. I think this was likely fixed when the portfolio screen was redesigned/updated in the Quicken 2018 time frame.
Unless I'm missing something, this idea request can probably be marked as implemented.Quicken Mac Subscription • Quicken user since 19931
@jacobs Good catch! Thanks for pointing this out.
I went ahead and changed the status to Implemented.-Quicken Anja0