include/exclude specific securities in reports on mac 2018

Unknown

Thank you for all the improvements to the reporting features of Quicken 2018 for Mac.
It would be very, very helpful if you could add the include or exclude feature to specific security holdings, as in Quicken for Windows. Many users have a single brokerage account with multiple securities and mutual funds held in the one brokerage account. There is no way to run a report that chooses a single fund or stock with a brokerage account to see what it has paid in dividends, etc.
Thanks,
Tony

smayer97

Related to this is the "Quick Report" equivalent that exists in QM2007. You may want to add your VOTE to Bring back Quick Reports, especially in at least one of the  here:
https://getsatisfaction.com/quickencommunity/topics/bring-back-qkreport?topic-reply-list[settings][f...
https://getsatisfaction.com/quickencommunity/topics/bring-back-qkreport?topic-reply-list[settings][f...
https://getsatisfaction.com/quickencommunity/topics/bring-back-qkreport?topic-reply-list[settings][f...

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.

While you are at it, you may want to add your VOTE to related IDEAS found on the 
List of Requests for Report Types. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

BTW, the equivalent report in QM2007 is called the Investment Transaction Report, with the following options:


(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)