how to print a detailed list of securities in a set of accounts?

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Jeffrey Kirk
Jeffrey Kirk Member ✭✭✭
edited November 2018 in Investing (Windows)
Quicken 17: how can I print a detailed list of securities contained in several accounts?

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2018
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    In Premier at least, Investing tab, Portfolio, select the view you want, then group by Accounts, then file/Print Portfolio. You can customize further using portfolio reports.
    QWin Premier subscription
  • Jeffrey Kirk
    Jeffrey Kirk Member ✭✭✭
    edited June 2017
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    Yes! Perfect! Thanksd Jim.
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