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Pivot Table Display on Investment Performance Reports

Would like to be able to display the investment reports using two variables like a pivot table. For instance, the rows can be time buckets (using the date range drop down like years) and the columns can be using one of the variables from the sub-total drop-down (for instance investing goal or account). The data is all there and this will be a major leap in the functionality of the reporting capabilities. Otherwise, providing access to the pivot data in a tabular format that we can export and create our own reports would be another option.
1 votes

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Have you tried the Banking > Cash flow by Tag report? Despite its name, this has customizable rows and columns.
    QWin Premier subscription
  • aks948a21
    aks948a21 Member ✭✭
    Thanks Jim for the response. I am looking for the IRR in the Reports->Investing->investment performance report (with the cash flow detail checkbox turned off in the report settings) to be displayed as the pivot.
  • 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.

    If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this idea would be beneficial for you.

    More information, including steps to vote and how to submit your own ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

    -Quicken Anja
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