New Securities In Investment Reports (7 Legacy Votes)

Quicken Community
Quicken Community Employee mod
edited March 2020 in Reports (Windows)
I have many custom investment reports.  Whenever I add a new security, I have to determine for each report whether or not it should be included.  It would be helpful if in the Customize screens there was a checkbox that if checked would include all newly added securities so that I don't have to update each report every time a new security is added.  If the new checkbox is not checked then it should act just as it does now so that you can determine whether or not add this new security to the report.
6
6 votes

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Comments

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited March 2017
    There is already a similar feature for adding new categories to reports. Having the same feature for new securities would be helpful.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
    edited April 2018
    Doesn't the show change alerts option take care of this.  if you have added securities you will get a prompt asking if you want them included in the report or not. 
    image
    Quicken Premier Subscription, Windows 10 Home
  • Unknown
    Unknown Member
    edited February 2017
    You are correct that this allows you the option to include this security in the report or not.  But, when you have a lot of reports it would save considerable time if there was a process like I described that would allow you to automatically include the security in reports without having go through this process.
  • petermic
    petermic Member ✭✭
    edited August 2017
    Just want to add my vote for this suggestion.  Quicken used to do this before it was 'improved'.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭

    Hello All,

     This Idea seems to have fallen stagnant and due to the Age of the request and lack of User Votes/Comments, will be archived within the next 7 business days.

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  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    @Quicken_Tyka:  This idea should be on the developers list as one of several that point to a broad issue of how new securities, accounts, tags, categories, etc. are handled in saved reports.  There seems to be inconsistency and room for improvement across the board.  Some top-end thought needs to be applied to that process rather than piecemeal changes.  
  • TB
    TB Member ✭✭
    edited January 2020
    I concur. I purchase a new security and then open my saved investment reports. Every one of my investment reports opens with the change notice and I have to add the security, and then save the report. Is there some simple way that I am missing a switch or something to get this to work without the change notice? Help. For some investors that play weekly options, seems like they would be continually having to modify their reports. If it is not currently available, Quicken should add it as an option - just a simple check box somewhere that automatically adds (or shows) all non-hidden securities?
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Perhaps an improvement would be to change the change alerts checkbox to radio buttons:
    o Automatically add new securities and accounts to this report
    o Show me change alerts
    o Do not automatically add  new securities and accounts
    QWin Premier subscription
  • galtgroup
    galtgroup Unconfirmed, Member
    edited March 29
    I trade in new securities daily and its a pain in the [removed - language] to keep telling the report to include new securities. I thought I checked a box to include all securities when I created the report. The default should include new securities, the exception should be not to.
  • TB
    TB Member ✭✭
    edited March 29
    There seems to be several requests for this feature [removed - rant/disruptive/unhelpful]