Edit/Delete the Default Portfolio Views (6 Legacy Votes)

USMA74

There  are about 10 default portfolio views in the drop-down list on the "Show" button on the Portfolio Screen.  I'd like to be able to delete and/or reorder these default views entirely, in favor of using my own customized views only.  I'd like to be able to right click on any view in the dropdown list and have the option to delete it, and also be able to drag and drop existing views into the order I want them to appear.  This would make the Portfolio View screen more user friendly.

Jim_Harman

Dan Glynhampton

Jim - I think you can revert to the default settings if you customise a view - in the Customise Current View window there's a "Reset View" button at the bottom left which restores the defaults:

Jim_Harman

I stand corrected.

Do you know what that does if you have changed the name of the view? Does it change it back to both the original name and the original settings? That could be confusing.

I would want a recent backup before trying that! 

Dan Glynhampton

I just experimented with one of the default views that I don’t use; I changed the name and removed some columns, then pressed reset. It took it back to the original state, including the name (the screenshot above is the one I used after I had pressed reset).


So yes, it knew that it was the Employee Stock Options view, even though I had mangled it considerably, and I agree it’s a risky button to press without a recent backup, particularly if you’ve spent a lot of time setting up a view just how you want it.

q_lurker

USMA74

Thanks.  I'm a 25+ yr user also, and heavy into investments.  For me, it's primarily a "clean design" issue that further allows a user - particularly "power users" - to customize their screens.  

Although the Reports screens are a bit more complex, I find them fairly intuitive.  The Portfolio views are not - even the default views are not in any logical order.  The ability to reorder the drop-down list would be my most preferable option if I could only have one (vs. ability to also delete).

Quicken_Natalie

Hello All,

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Jim_Harman

I still think this would be a valuable improvement. There was a new discussion on this topic just today.
 

nkoss

All I ask for is to be able to re-order the portfolio views. Other than that, the portfolio system is fine.

Pete Hasbrook

I would like to be able to re-order the views in the portfolio, and delete ones I no longer use. I have used Quicken and investments for 25+ years, and my portfolio statement order has changed, and I no longer have the securities that I created some views for.

wiensken

I strongly support being able to re-arrange the order the the portfolio views. It would also be nice to make a copy of a portfolio view (many of my views are very similar in their columns so it would be nice not to have to start from scratch every time. Nice to make a copy of an existing view and then edit that view.

EJ_70

I would support this change to the options;

Jim_Harman

Note that since this Idea was created, Quicken has added 10 views Custom10 - Custom19 to the list, which is an improvement.

But the other requests, to be able to rearrange, delete, and presumably add views, would still be nice improvements. Others have requested the ability to copy a view, so it could be used as a template for further modifications.

Lee Wing

I too would like to be able to rearrange the Portfolio view drop down list in the order I desire.

bobbakerarizona

To be able to rearrange, delete, and presumably add views, would still be nice improvements. Others have requested the ability to copy a view, so it could be used as a template for further modifications.

I really would like the ability to rearrange the views! PLEASE!

JCMcCarter

I very much support the ability to copy a portfolio to one of the custom views so that I can make minor modifications to the portfolio in the "new" view!

Also rearranging the order of the views would certainly be VERY helpful.

These requests have been made (and ignored by Quicken) many times. The subscription price keeps going up so you'd think that Quicken could afford to be more responsive. Quicken support is just plain HORRIBLE! (Forgive the shouting!)

BUSSTUFJG@GMAIL.COM

I would very much like the ability to delete a portfolio view

Chris_QPW

For the people who want to delete a view, I hope you know that you can reset the view to its defaults.

workindad

Adding my vote for this.

EricBloch

If one cannot reorder the list at least allow copy & paste list details so can place in different locations.

thom

I would like to reorder the views. I would also like to copy them. I manage both my own and my partners portfolio. I have Three "Value" Views … one combined and one for each of us. I would like to have all three at top. Inorder to do that, I'd have to redefine "Recent" and "Hostoric" Performance views, which means I'd have to add the information in those views to two of the custom views. Whew! What a hassle.

Oh …. maybe just for bragging rights. I'm a Quicken user since 1988! :)

Just Fine

I use only 2 views in the middle of so many views that it’s a pain when looking to choose them. I vote to be able to delete views.