How do you show the account information on investment reports?

Question

How do you show the account on an investment report?

jhoffman68 · Answer

I created the records I needed within Excel using the Vlookup function on the data from a Portfolio report and the Allocation report. Nonetheless, it would be helpful if Quicken reports allowed for multiple subtotals. Thank you for your responses.

Frankx · Answer

@jhoffman68

Your post didn't mention "asset class" but in case you aren't aware, the "Asset Allocation" report does show that information, and it is subtotaled by asset class but doesn't have the breath of data contained in the portfolio report.

But you might want to export both to Excel and see if you can get the report you want to see.

Frankx

Jim_Harman · Answer

I agree there are situations where it would be helpful if Quicken provided multiple levels of subtotal.

It may be tedious if you have a lot of accounts, but you could either customize a Portfolio view, selecting one account at a time, or you could do the same with an Investment Asset Allocation report.