How do I sort brokerage transactions by date

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

Best Answers

  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭
    Accepted Answer
    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.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

Answers

  • mindyflauto
    mindyflauto Member ✭✭
    How do I sort brokerage transactions by date
  • RickO
    RickO SuperUser, Mac Beta Beta
    Easy... click the Date column header. Click it again to reverse the sort order.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • mindyflauto
    mindyflauto Member ✭✭
    I'm looking at a specific fund from the Portfolio window. There is no date column.
  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    That is only a screenshot of this forum post.
  • mindyflauto
    mindyflauto Member ✭✭
    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
    mindyflauto Member ✭✭
    here's a better screenshot. you can see that the dates on the left are in a random order
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    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?
    Quicken Mac Subscription • Quicken user since 1993
  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭
    Accepted Answer
    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.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • mindyflauto
    mindyflauto Member ✭✭
    J_Mike, that worked!
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