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How to see or report individual security history in a brokerage account?

I'm trying to craft a report on individual mutual funds held with others in a brokerage account. When customizing a report, I want to filter by "Payee" (e.g. "S&P 500"). But the list of Payees doesn't include Securities, for some reason.

Best Answer


  • Dtinen
    Dtinen Member ✭✭
    Thank you, that works! I just assumed from prior versions of the software that this had to be done from the Reports menu.

    What are "dolmens"? Columns and variables?
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    "What are "dolmens"?"
    A typo of columns.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    No, "dolmens" are the high priests of downloaded transactions, and you must bow to them and do their bidding lest they render your program unable to connect to your financial insttutions. The dolmens can be particularly fickle; do not ever make the dolments angry.  ;)
    Quicken Mac Subscription • Quicken user since 1993
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