How can I display my lots without faking a sale?
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Jim Conzelman
Member ✭✭
I have issues with my lots in Quicken differing from my broker. I read how to fix them in Community but want only to view and even list them for reporting to my broker.
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Best Answers
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If you go to a portfolio view (Ctrl-U) you can customize to that one account and one (or several) security. If you group that view by "Account" you can then expand the view from the one-line security info to show all lots. Click the + next to the security name (one security at a time) or use the Expand All button at the bottom of the view.6
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If all you want to do is view your lots you can do that within the transaction list (register) itself by clicking Holdings and then clicking the plus sign next to the security. If you want to print out the detail you see there and all the detail fits onto your computer screen, then you could take a screen shot of that and send it to your broker.If there's too many lots to get them all on one screen using Holdings, then use the Portfolio View as described by @q_lurker and press Ctrl-p to print.5
Answers
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It can be a mess, especially with monthly reinvested dividends.0
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If you go to a portfolio view (Ctrl-U) you can customize to that one account and one (or several) security. If you group that view by "Account" you can then expand the view from the one-line security info to show all lots. Click the + next to the security name (one security at a time) or use the Expand All button at the bottom of the view.6
-
If all you want to do is view your lots you can do that within the transaction list (register) itself by clicking Holdings and then clicking the plus sign next to the security. If you want to print out the detail you see there and all the detail fits onto your computer screen, then you could take a screen shot of that and send it to your broker.If there's too many lots to get them all on one screen using Holdings, then use the Portfolio View as described by @q_lurker and press Ctrl-p to print.5