Seeing Brokerage totals and NOT individual stocks/bonds
Bret
Member ✭✭
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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Not in Quicken, it is all about the transactional detail and summing it up to totals.
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list0 -
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.0
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K.O. Did you disable the existing brokerage and then create a new property account?0
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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.0
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