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How to delete Several Investment Portfolio Views

Wayne Tylka

I have several Investment Portfolio Views, i.e Custom1, Custom2, Custom3 that i wish to delete but cannot figure a way to do this.

The views I wish to delete are available under investment, portfilio and by pulling down the show menu.

Thanks.

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Accepted answers

Sherlock

We may not add or delete Portfolio views but we may reset the views: select the view in the Show: pull-down menu, select Customize, Reset View, and OK.

All comments

Sherlock

We may not add or delete Portfolio views but we may reset the views: select the view in the Show: pull-down menu, select Customize, Reset View, and OK.

Wayne Tylka

Thanks, I am aware of resetting and renaming. This means I must have reset/renamed several of the set views from whatever they started as over the years. I have 18 views, how many do you have please.

I do wish some could be deleted to save file space. Thank you for replying.

Sherlock

Quicken provides us with 18 Portfolio views:

Image: https://us.v-cdn.net/6031128/uploads/editor/xb/j6zeuuihi6y1.png

How much file space do you really think these views use?

Wayne Tylka

Thank you.