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As I wrote in the other thread linked above, Quicken Mac provides the option for accounts to "Hide in Lists". Quicken Help defines this as "Hidden within sidebar" and "Hidden from transaction entry lists" -- exactly what you'd want and expect when you mark an account "Hide in Lists." But that's not what Quicken Mac currently does; it also hides these accounts from the Portfolio view. This makes the Portfolio history inaccurate, and in many cases worthless. If the user has moved funds from one brokerage to another, all the history from the former brokerages is absent from the Portfolio view.Quicken Sarah said:Hello @jacobs & @Snoopy FC
I brought this thread up with the Mac team this morning to look into this request a little deeper and during our review, it does appear that closed and/or hidden accounts do retain the investment history.
Could you please provide a little more detail and perhaps screenshots of this request so that we might understand better what is missing?
Did you have any followup questions on this, or did this make things clear? Just wondering where this now stands with the development team.Quicken Sarah said:Hello @jacobs & @Snoopy FC
Thank you for bringing awareness to this topic, although I apologize for any inconvenience or frustration experienced.
I brought this thread up with the Mac team this morning to look into this request a little deeper and during our review, it does appear that closed and/or hidden accounts do retain the investment history.
Could you please provide a little more detail and perhaps screenshots of this request so that we might understand better what is missing?
Thank you,
Sarah