How can I get Quicken for Mac to show me all the detailed investment transactions in each account?

Al27

:'(

J_Mike

Adding to @RickO 's comments:
If you want to see only the transactions for a particular security;
Open the account transaction register.
Go to the Search field at upper right.
Key in the symbol of the desired security (Symbol field must be displayed in register view).
The resulting "filtered" register will display all transactions for that security.

Note - check that the register date range is adequate - you can set to "All Dates".

Al27

Thanks for the help RickO and J_Mike. The Portfolio view gives me the actual share purchases and sales but no Options. The Transactions view gives me the Options, but no Purchases and Sales of shares. Together, I can combine them to get a complete view for that account. In the 2017 Quicken program I can go to the Security Detail View and get all options and all purchases and sales in one place. In addition, that view shows all of the transactions for all accounts. Is there anywhere on the Quicken 2020 for Mac program where I can get all of the transactions for one security in multiple accounts?

J_Mike

Is there anywhere on the Quicken 2020 for Mac program where I can get all of the transactions for one security in multiple accounts?

In the sidebar, select the account group header Investing.
Select the Transactions view.

The register displays all transactions for all investment accounts.
You can then filter the register for any individual security - using the Search field.

Al27

Hi J_Mike. Thanks for your help. Using the group header puts many of the transactions together for one security in multiple accounts. If I search for "apple", I get buys, sells, dividends, and splits. If I search for "aapl" I get the puts and calls. At least I am down to two lists that should cover all the transactions. Your suggestion was a big help. In Quicken 2017 all of those transactions were chronologically together in the same list.

Hi RickO. I have realized that in individual accounts I can't get all of the transactions unless I separately enter "aapl" and "apple" in the search field. I can get buy and sell transactions if I enter the right search name, "apple". This is the same type of limitation I found in my comments above to J_Mike regarding the "Investing" selection. (I haven't figured out the screenshot yet on my new Mac.)

Al27

Hi RickO. Thanks for the advice. I added the symbol column to the transactions list and by limiting the search to symbol, as you suggested, I can get exactly what I want. The Symbol for buy/sell transactions is still different from the options (The options symbol includes the date, option type, and option value in addition to the symbol). Since both buy/sell transactions and options contain the same symbol, I now have a complete list of all transactions for a specific stock in one place. Thanks very much for you help in solving this issue for me.
You have an amazing knowledge of the details.