Past Investments

sscminc

Is there a way to see investments that have been sold? I don't see a report for that or an option to make these visible.

jacobs

Everything that's in your data file should be accessible to you.

If you click on an account or group heading in the left sidebar, the Transactions tab will show all your transactions since the beginning of your Quicken data. You can quickly sort the register by the Security/Payee column to see previous security holdings, If you want to gather them in a report, type the name of the security in the Search box, so your register only shows the transactions for that security; you can further limit what you see by date range if you wish to. Then you can print it as a report or export to a csv file if you want to do further manipulation in a spreadsheet. 

If you switch to the Portfolio tab, you can set the "Price and Holdings as of" date to any time in the past if you want to see your holdings and any stats about them as of that date.

sscminc

Quicken for Mac's functionality is pathetically awful. Quicken Premier 2013 had substantially more functionality than the current version and that was SEVEN YEARS AGO, developers. Had I known this in advance I would've purchased the Windows version without hesitation.

From what I can gather, even if I purchase the Windows version now, it's impossible to transfer the Mac file to the Windows version because they're two different file extensions. Is this correct or, hopefully, incorrect? I'd ditch the Mac version in hot second if this is somehow doable.

jacobs

Everything that's in your data file should be accessible to you.

If you click on an account or group heading in the left sidebar, the Transactions tab will show all your transactions since the beginning of your Quicken data. You can quickly sort the register by the Security/Payee column to see previous security holdings, If you want to gather them in a report, type the name of the security in the Search box, so your register only shows the transactions for that security; you can further limit what you see by date range if you wish to. Then you can print it as a report or export to a csv file if you want to do further manipulation in a spreadsheet. 

If you switch to the Portfolio tab, you can set the "Price and Holdings as of" date to any time in the past if you want to see your holdings and any stats about them as of that date.

sscminc

Thank you, jacobs. Appreciate the tip.