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Click on the main Investing heading in the left sidebar. Click on the Portfolio button at the top of the main window.I am looking for Internal Rate of Return reports that can customize to dates, accounts, and securities.
This one is easy: while on any Portfolio view, on the right side of the main screen, just under the Market Value total, there's a "Price and Holdings as of" box where you can enter a date or use a calendar to enter a date; the Portfolio will redisplay as of that date -- just as you could do in Quicken 2007.I am looking for the capability to see portfolio balances on specific dates
This one is not as easy as it was in Quicken 2007. You can view and edit prices by going into each security, but not from the Portfolio view. (Entering from the Portfolio screen is a fairly frequent customer request. I encourage you to view this thread and cast your vote for this feature by finding the blue box under the first post, and clicking the little gray arrow under the vote counter to add your vote.)I am looking to find and edit security prices.
This should be pretty easy to accomplish. In the Reports menu, select Create Comparison Report. Select Rows=Category. Click next and then select two time periods you want to compare, either using built-in ranges (Last Year, Year to Date, etc.) or your own custom dates. Now you can further customize the report to include selected accounts and/or categories.I am looking to create customized comparison spending reports, customized by category and time as well as time intervals.
RPS777 said:Great advice so far! I am making progress!!
Got another question. Is there a way to import transactions from my 2007 file into my new existing 2019 file?
Click on the main Investing heading in the left sidebar. Click on the Portfolio button at the top of the main window.I am looking for Internal Rate of Return reports that can customize to dates, accounts, and securities.
This one is easy: while on any Portfolio view, on the right side of the main screen, just under the Market Value total, there's a "Price and Holdings as of" box where you can enter a date or use a calendar to enter a date; the Portfolio will redisplay as of that date -- just as you could do in Quicken 2007.I am looking for the capability to see portfolio balances on specific dates
This one is not as easy as it was in Quicken 2007. You can view and edit prices by going into each security, but not from the Portfolio view. (Entering from the Portfolio screen is a fairly frequent customer request. I encourage you to view this thread and cast your vote for this feature by finding the blue box under the first post, and clicking the little gray arrow under the vote counter to add your vote.)I am looking to find and edit security prices.
This should be pretty easy to accomplish. In the Reports menu, select Create Comparison Report. Select Rows=Category. Click next and then select two time periods you want to compare, either using built-in ranges (Last Year, Year to Date, etc.) or your own custom dates. Now you can further customize the report to include selected accounts and/or categories.I am looking to create customized comparison spending reports, customized by category and time as well as time intervals.
RPS777 said:Great advice so far! I am making progress!!
Got another question. Is there a way to import transactions from my 2007 file into my new existing 2019 file?