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Quicken Classic for Mac
Reports (Mac)
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
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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.)
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