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Seeing Brokerage totals and NOT individual stocks/bonds

Bret
Bret Member ✭✭
edited November 2018 in Investing (Windows)
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

Comments

  • splasher
    splasher SuperUser ✭✭✭✭
    edited November 2018
    Not in Quicken, it is all about the transactional detail and summing it up to totals.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • K.O. (Win-Premier)
    K.O. (Win-Premier) SuperUser ✭✭✭✭✭
    edited November 2018
    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
    Bret Member ✭✭
    edited November 2018
    K.O.  Did you disable the existing brokerage and then create a new property account?
  • K.O. (Win-Premier)
    K.O. (Win-Premier) SuperUser ✭✭✭✭✭
    edited November 2018
    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
    Bret Member ✭✭
    edited November 2018
    Great idea!  I will do the same at the end of the year.  thanks for the replys!

This discussion has been closed.