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Quicken Classic for Windows
Investing (Windows)
YTD Income in Portfolio View ?
sailerph2
The income option seems to show income for the life of the account. I'd like to easily compare ytd income with estimated annual income for the year so far. Am I missing something simple ? Thanks
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Accepted answers
Jim_Harman
In the Portfolio views, you can set the starting date for analysis by clicking on the Options gear at the top right and selecting Portfolio Preferences.
Combining this with the As of date, you can set any date range you want.
Quicken remembers this setting, so you might want to set it back to avoid confusion in the future.
All comments
Jim_Harman
In the Portfolio views, you can set the starting date for analysis by clicking on the Options gear at the top right and selecting Portfolio Preferences.
Combining this with the As of date, you can set any date range you want.
Quicken remembers this setting, so you might want to set it back to avoid confusion in the future.
sailerph2
Thank You, I didn't know that
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