Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Is there any way that Quicken can include securities symbols in a Banking Transaction Report?

NM.

Thanks in advance.

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Not in the Banking Transaction report, but would the Investment Transaction report work for your purposes? That has a column for the symbols.
    QWin Premier subscription
  • Jeffrey Kirk
    Jeffrey Kirk Member ✭✭
    I suppose, although I am not sure.

    Are there any transactions that are included in a Banking Transaction Report that would not be included in an Investment Transaction Report?
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You should experiment!

    The banking transaction report will include banking accounts; the investment transaction report only includes investing accounts. There may be more information than you want in the investing report.
    QWin Premier subscription
This discussion has been closed.