Printing Portfolio Value w/o individual lots showing. Possible?

Unknown
Unknown Member
edited January 2019 in Investing (Mac)
In Quicken for Mac 2018 is there any way to print the Portfolio Value display without having all individual lot purchases included in the printout?

Comments

  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    edited July 2018
    Hey Peegee,

    Sorry you're experiencing this difficulty.

    Are you just wanting a total of the Portfolio value?

    Have you tried changing either of the filters?

    image

    I need a few more details to understand what you would to be removed.

    Let me know!
    ~~~***~~~
  • Unknown
    Unknown Member
    edited June 2018
    Thanks.  Problem with workaround no. 1 is that it will not show cash or equivalents in the total.
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