How to Quickly see an investment Security Value for a given transaction date.

I'm still using Quicken 2007.
Is there an "easy way" to see an investment security value for a specific transaction date?
Generating a report would provide that info, but surely there's a quicker, more user friendly way.

Comments

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You can go to an Investing > Portfolio view that has the information you want and set the As of date. 

    Or if you just want to see the value in one account, you can go to the account, click on Holdings, and set the As of date.
    QWin Premier subscription
  • jarhtmd
    jarhtmd Member ✭✭
    Thanks, Jim . . . much appreciated!
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