Why does Net Worth Report details include closed positions of securities?

ford V8
ford V8 Member
edited November 2021 in Reports (Windows)
If you select the Details option in the Net Worth Report, the report shows closed positions of securities all with zero amounts. This just clutters up the report. Why not just show the active positions.
4 votes

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

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  • UKR
    UKR SuperUser ✭✭✭✭✭
    Would be a good idea to be able to exclude closed lots ($0.00 holdings of a security) from the report if it's always showing $0.00 for all selected interval columns.
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    edited November 2021
    @Quicken Anja this category is not configured for ideation, so we cannot vote on this post.
    EDIT: thanks for fixing it.

    Quicken user since version 2 for DOS, now using QWin Premier Subscription (US) on Win10 Pro.

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    But it should be an option because some people want the report to be consistent from one run to the next.
    QWin Premier subscription