Any way to get security balance trend report?

I'd like to get a trend report of balance by security, similar to Account Balances report but by security instead (ideally grouped by account). Does anyone know how?

Best Answer


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Take a look at the Net Worth & Balances > Account balances report. Set the time interval you want. Click the gear to select the accounts you want and on the Display tab, select Account Details to see the securities in each account.
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  • Jimb
    Jimb Member
    Thanks for the quick answer! Unfortunately I tried that and it showed my tags rather than securities. Any way to specify securities instead of tags when selecting account details in the report?
  • Jimb
    Jimb Member
    Thanks Jim - I failed to look further down the report. I didn't know Quicken shows tags for banking account details and securities for investment accounts.
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