Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Investment income report

When using Subtotal By Security, is there any way to have the securities listed vertically in rows rather than horizontally in columns? Horizontal scrolling is a pain...

Comments

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Sorry, but no.  Q report layouts can't be readily changed.  See if there's another report in Q that's more to your liking.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You might be able to export the data to Excel and manipulate it there for a more pleasing layout.
    QWin Premier subscription
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    Interesting browsing the Q&A -
    Yes, it is a pain with all the securities laid out in a scrolling horz list,
    but it is kind of worth seeing the vertical list of all the attributes relating to that security and it's financial transactions.


    Quicken 2020 Deluxe - Subscription - Windows 10
  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Steve said:
    When using Subtotal By Security, is there any way to have the securities listed vertically in rows rather than horizontally in columns? Horizontal scrolling is a pain...
    You might be better off with an Investment Transactions report.  You could then subtotal by Category and Sort (click on header) by security.  That won't subtotal by security but you might be closer to what you want.  

    You can export copy to clipboard) that report to Excel for further work if needed. 
This discussion has been closed.