Customize Report

RobertoK

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??.

Jim_Harman

The report with the pie chart is the Portfolio Value report

You are probably looking for the Net Worth and Balances > Account Balances report.

Jim_Harman

The report with the pie chart is the Portfolio Value report

You are probably looking for the Net Worth and Balances > Account Balances report.

RobertoK

Thank you so much. That's exactly what I needed.

UKR

There also are

• the Performance view under the Investing tab and
• the Portfolio Value vs. Cost Basis graph and report.