How do I set the number of decimal places in the "Return % YTD column"
mwdcpa
Quicken Windows Subscription Member
Investment report is showing 4 decimal places in the column "Return % YTD. I would like to change that to 2 decimal places.
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Answers
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In Edit / Preferences / Reports only there's a global setting which affects all investment report columns:Decimal places for prices and shares: [x] (0 - 6)That's the only control you have over decimal places.
Sorry, but you can't change a single column in a specific report.
I recommend a setting of 4, 5 or 6 depending on how many decimal places your brokerage uses to trade and report fractional shares.
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To my knowledge, Return % YTD is only available as a portfolio view column (Ctrl-U). In Quicken's jargon, that would not be termed a report (reports are generated through the Reports pull-down menu selection and similar). The cited selection for "Decimal places" only apples to Reports, not to Portfolio view and other presentations.
I find no control for the decimals presented in the portfolio views for Return % YTD. As a further note, that field is populated with data downloaded from third-party services for each security. It is not something computed using your data. I see data for mutual fund to 2 decimals (x.xx%) and for stocks to 4 decimals (x.xxxx%). Seems to me that 4-digit presentation is a recent change and overly precise.1
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