Finding transactions for a security

Mark Androw

I have multiple accounts holding various securities. How can I search all the accounts at once to find a specific security? When I go to Windows/Security I can see the security listed there and it indicates that is not currently held but is there a way to search for it globally?

J_Mike

Yes, you can do this.
In the sidebar, select Investing.
Select Transactions view - th register now displays all transactions for all accounts.
(Click Reset Filters - if necessary,)
Go to the Search field at upper-right.
Key in the name of the desired security.
The register will filter to display all transactions for the desired security.

jacobs

One way would be to click on Investing in the left sidebar, to select all your investing accounts. Then click on the Transactions tab so you see a register of all your investment transactions. You can now do one of a few things.

Quick-and-dirty, you can click on the Security/Payee column heading, to sort all the transactions by Security, and then quickly scroll to find the one you're looking for.

Probably better would be to type the Security name (or a portion of it) in the Search box; this will display a register of just transactions for that Security. You can now click on the Account column heading so all your transactions for this security will be grouped by Account. Or perhaps by Description/Category, if you want them groups by Buy, Sell, Dividends, etc. You can also change the date filter if you want a specific time period rather than all transactions since you began using Quicken. And if you now have things in a usable form and want to print, just click the Print icon in the bottom toolbar. Or if you need to do further grouping and totaling, you can do File > Export > Register Transactions to CSV File to export the transactions and open them in Excel or Numbers to sort/group/total however you want.

Important caveat: The key to this is using Search, and Search only works on accounts which are not hidden. So if you need to look in older accounts you may have hidden, you will have to unhide them temporarily for this to yield the results you're looking for. (Adding an option to Search in hidden accounts is a longstanding request of users which the developers have said is planned for the future, but we have no idea when that will materialize.) 

J_Mike

Yes, you can do this.
In the sidebar, select Investing.
Select Transactions view - th register now displays all transactions for all accounts.
(Click Reset Filters - if necessary,)
Go to the Search field at upper-right.
Key in the name of the desired security.
The register will filter to display all transactions for the desired security.

jacobs

One way would be to click on Investing in the left sidebar, to select all your investing accounts. Then click on the Transactions tab so you see a register of all your investment transactions. You can now do one of a few things.

Quick-and-dirty, you can click on the Security/Payee column heading, to sort all the transactions by Security, and then quickly scroll to find the one you're looking for.

Probably better would be to type the Security name (or a portion of it) in the Search box; this will display a register of just transactions for that Security. You can now click on the Account column heading so all your transactions for this security will be grouped by Account. Or perhaps by Description/Category, if you want them groups by Buy, Sell, Dividends, etc. You can also change the date filter if you want a specific time period rather than all transactions since you began using Quicken. And if you now have things in a usable form and want to print, just click the Print icon in the bottom toolbar. Or if you need to do further grouping and totaling, you can do File > Export > Register Transactions to CSV File to export the transactions and open them in Excel or Numbers to sort/group/total however you want.

Important caveat: The key to this is using Search, and Search only works on accounts which are not hidden. So if you need to look in older accounts you may have hidden, you will have to unhide them temporarily for this to yield the results you're looking for. (Adding an option to Search in hidden accounts is a longstanding request of users which the developers have said is planned for the future, but we have no idea when that will materialize.)