Delete, copy, and reorder Investment Views Under Investing Tab [edited]

jfclague

I am on the latest version of Quicken for Windows.

Is there a way to delete some of the investment views under the Investing tab under Portfolio? I have several custom views that I don't use.

Sherlock

We can not delete the 18 views but we may rename them: select the view and Customize

q_lurker

You can also “Reset” them which I expect would take them back to factory default state. 

stevedeligan

Hello,

This has been an ignored request for literally decades. I was requesting this back in the late-1990's. Quicken should make the "Portfolio Views" BOTH sortable and deletable. Please, not everyone wants or appreciates Quicken telling us what and how we should view our own investments.

Please, finally, allow portfolio views to be sorted by us, and to be deleted by us. It is a simple request and would enhance the Quicken users experience in an otherwise often frustrating program.

Thanks,
Steve
Quicken user since 1992

stevedeligan

Addendum: As long as I'm on a campaign to encourage Quicken to finally step up and hire someone to focus on the Investing Window views, here are some other "Portfolio Views" ideas that Quicken could implement1. at the same time:

1. Allow us to duplicate a current view so that we don't have to try to realign columns and customize each view. For example: I would love to see the exact same view, but in separate portfolio views, of my retirement investments and my brokerage investments. However, I currently have to try to replicate that by customizing a view by adding or removing items to view and then I have to try to align the columns. Frustrating.

2. Allow us to adjust the columns using a column width entry. That way I can size columns exactly. Irksome.

3. Allow columns to be set where I want them instead of being automatically stretched to the window size. I use a very wide screen and have to stretch the last column to the right as far as the window goes just so that the other columns don't get spaced out. Aggravating.

Thanks!

Steve

jmatch5280

Definitely agree with the need to delete and sort portfolio views. My priorities: 1) delete unused views, 2) sort views so frequently-used are on top (provided the window gets fixed so the top of the list is shown, not the bottom).

Burman

I have a request that I would like for the Quicken staff to consider for enhancement. I believe this would be beneficial & helpful to all Subscribers & Users of Quicken. I hope you would please take this under advisement for consideration.
1. Allow portfolio views to be “sorted and deleted” by the us, the end user,
2. Allow us, the end user to duplicate a current view so that we don't have to try to realign columns & customize each view. For example: I would love to see the exact same view, but in separate portfolio views, of my retirement investments and my brokerage investments.

Jim_Harman

I will request that this post be combined with this one
https://community.quicken.com/discussion/comment/20144742#Comment_20144742

and made into an Idea. You can vote on Idea posts and those that get significant traction are reviewed and sometimes implemented.

Quicken Anja

Hello All,

Thank you for taking the time to reach out to the Community.

I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

Please, be sure to add your own vote as well.

Jim_Harman

This would certainly be a convenience. I voted for this and also edited the title to make it clearer

JCMcCarter

I'm logged in but can't seem to be able to vote.

I would also like to have the customize start date for any given portfolio stay with that portfolio instead of becoming a start date for all portfolios.

p.alves

I have created a workaround. Customize the views you want starting with the top ones on the list and change the name. This keeps them at the top for easy viewing. I then renamed all the other views with dashed ahead of their titles - - - that way I know those are reports I have no interest in viewing. See screenshot below.