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How do I sort brokerage transactions by date

mindyflauto

brokerage transactions are not sorted by date. How do I sort them?

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Accepted answers

J_Mike

Click the Name column header to sort by Date (and Security).

You should see a "^" symbol in the column header field to indicate which column is being used ion the sort.

jacobs

@J_Mike Ah, yes, I hadn't noticed the sort order icon is blocked in the screenshot provided. Sorting by a different column heading would definitely product out-of-date-order lots in this view.

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mindyflauto

How do I sort brokerage transactions by date

mindyflauto

I'm looking at a specific fund from the Portfolio window. There is no date column.

Screen Shot 2020-03-28 at 12.32.33 PM.png

volvogirl

That is only a screenshot of this forum post.

mindyflauto

if you look at the left side you'll see the part of quicken that pertains to this post. I didnt to show all of my investments on the forum so i opened another window to cover the rest of the account info

mindyflauto

here's a better screenshot. you can see that the dates on the left are in a random order

quicken SS.png

jacobs

I don't see random order, but I do see one 12/7/18 transaction out of order. That's odd; all the transactions in my portfolio show the lots in order.

Can you go to the transaction register of the account that contains that transaction on 12/7/18 to see if there's anything unusual about it (e.g. it's not a placeholder transaction). If you change the date of that transaction temporarily, and then look at your portfolio view, does it pop into correct chronological order?

J_Mike

Click the Name column header to sort by Date (and Security).

You should see a "^" symbol in the column header field to indicate which column is being used ion the sort.

jacobs

@J_Mike Ah, yes, I hadn't noticed the sort order icon is blocked in the screenshot provided. Sorting by a different column heading would definitely product out-of-date-order lots in this view.

mindyflauto

J_Mike, that worked!