Customize Report

RobertoK
Quicken Windows Subscription Member ✭✭
I use the subscription version of Quicken. I created a report years ago that showed bar graph showing quarterly value of my portfolio going back a number years. Last time used it I accidently saved the new over the old one. When I recreated it, I got a pie chart with the categories of current investments instead of a history. I've been all through thecustomize feature of the Portfolio Value style and can't figure out how to change the report. Help??.
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Best Answer
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The report with the pie chart is the Portfolio Value report
You are probably looking for the Net Worth and Balances > Account Balances report.QWin Premier subscription5
Answers
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The report with the pie chart is the Portfolio Value report
You are probably looking for the Net Worth and Balances > Account Balances report.QWin Premier subscription5 -
Thank you so much. That's exactly what I needed.0
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There also are
- the Performance view under the Investing tab and
- the Portfolio Value vs. Cost Basis graph and report.
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