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Seeing Brokerage totals and NOT individual stocks/bonds

Bret

I have used Q for decades and no longer want to manage individual stocks and bonds. I only want to see the up to date totals in my Brokerage Account. Any clever ideas how i might do this? Using Q4W2017

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Comments

splasher

Not in Quicken, it is all about the transactional detail and summing it up to totals.

K.O. (Win-Premier)

I did the same thing in my retirement accounts starting 1/1/18. I just update the total balance at the end of each month.

Bret

K.O. Did you disable the existing brokerage and then create a new property account?

K.O. (Win-Premier)

I just disabled the one step update / online link for the accounts and then do a balance adjustment once a month. No need to create a different account.

Bret

Great idea! I will do the same at the end of the year. thanks for the replys!