How to show shares added and removed in a report?

Adam

For that matter, I'd like to be able to see the number of shares bought and sold. I don't see this option in the "Columns" list, nor anything in the Customize settings that would let me display these figures.

As a workaround, I can get the info by exporting register transactions to a CSV file. I'm hoping there's a better way.

Quicken Francisco

Hello @Adam

 

Thank you for reaching out on the community and telling us about your issue. There is no current report in order to see all your transactions listed with the shares bought/sold.


What you're doing is best way to get a transaction report. If you'd like to do it for all of you accounts at once, click on investing on the left with your account and it will bring them all together. The column option in here does have customization you can do and you are able to export it was well. All of your transactions are also view able as well.


If you'd like to request for a feature as well here's the article on how to do so.

 

Please let me know if this helps you at all.

 

Thanks,

 

Quicken Francisco

Quicken Francisco

Hello @Adam

 

Thank you for reaching out on the community and telling us about your issue. There is no current report in order to see all your transactions listed with the shares bought/sold.


What you're doing is best way to get a transaction report. If you'd like to do it for all of you accounts at once, click on investing on the left with your account and it will bring them all together. The column option in here does have customization you can do and you are able to export it was well. All of your transactions are also view able as well.


If you'd like to request for a feature as well here's the article on how to do so.

 

Please let me know if this helps you at all.

 

Thanks,

 

Quicken Francisco

Adam

Thanks, Francisco!

Quicken Francisco

@Adam

No problem!  Let us know if you did have any other questions

-Quicken Francisco