Any way to get security balance trend report?

Jimb

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?

Jim_Harman

The report shows tags for banking and credit card accounts. Scroll down to your investment accounts and you should see your securities.

Even better, click on the Accounts customization tab and select just your investing accounts.

Jim_Harman

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.

Jimb

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?

Jim_Harman

The report shows tags for banking and credit card accounts. Scroll down to your investment accounts and you should see your securities.

Even better, click on the Accounts customization tab and select just your investing accounts.

Jimb

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.