Customize Report

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??.

Best Answer


  • RobertoK
    RobertoK Member ✭✭
    Thank you so much. That's exactly what I needed.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    There also are
    • the Performance view under the Investing tab and
    • the Portfolio Value vs. Cost Basis graph and report.
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