Total Shares

Why not include Total Shares column in Investment Reports? The Total shares will not
appear correctly (rounded to two decimal places) by printing register when printed to file or printer. There is no way to get this correct data in a printable format.
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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Are you talking about the Print Register report, or another Investment Report?  If another, which?

    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    This stems from a couple of @Fisherman's previous threads. While the on-screen investment register can display up to 6 decimals, those numbers are rounded when printed. It should be WYSIWYG.

    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • Fisherman
    Fisherman Member ✭✭
    Talking about Print Register and Investment Report. When printing Investment
    Register, Total Shares column are rounded to 2 decimal places. Investment reports do not contain Total Shares column.
    The accurate Total Shares data can not be printed from anywhere.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited February 2021
    It is not clear which investing report you are referring to.

    The Shares column in the Investing > Portfolio views shows share counts to 6 decimal places as of whatever date you set.

    The Investing > Portfolio Value report also has the share counts as of the selected date. This defaults to 3 decimal places. 

    If you go to Edit > Preferences > Reports only you can change the decimal places in reports (not the investing transaction list) from 0 - 6.

    But it sounds like you are interested in being able to print a running share balance with the full number of decimal places. I would like that too, and you are right that none of the investing reports provides that the way the investing transaction list does, and that the extra places are rounded when printing the transaction list.

    It would certainly be nice if this were fixed when printing the transaction list.

    It would also be useful to offer a running share balance column in the Investment Transactions report.

    One possible but admittedly inconvenient work-around would be to export the Investment Transactions report to Excel and compute the running balance there.
    QWin Premier subscription
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Fisherman,

    Thank you for taking the time to visit the Community and post your Idea request.

    Ideas are reviewed by our Development and Product teams to see what features people would like to have available in the future. This way other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

    Please, be sure to add your own vote as well.

    -Quicken Anja
  • Fisherman
    Fisherman Member ✭✭
    edited March 2021

    I tried your suggestion of converting reports to spreadsheet and calculating the total there. I didn't have Excel but I did have Open Office. Once I had the report, I used the report tools to copy the file to clipboard.

    I pasted it in Open Office Calc. It took me a while to learn a little of Calc.

    By summing the previous block of new total shares column with the  shares of the current row, I obtained the results I have wanted for about a year. File can not have any blank rows. Rows with no Shares are OK since the previous Total Shares will just be repeated.

     I now have all of my mothers and my files converted and saved for future reference.
    Works pretty well.

     Thank you very much for your help. Its a sad day when you have to convert a Quicken file to a free software to obtain the required information. Thanks Again.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

    If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team
    -Quicken Anja
  • Fisherman
    Fisherman Member ✭✭
    Having the correct total shares amount for each transaction on a printed sheet makes it much easier to check for errors. This is especially true when going back years. Now the only ways are to work in front of computer or by copying data to other software (not Quicken) and programing it to calculate the
    total shares for each transaction. I then create a pdf file for each stock. Every time I want to add data to the historical records, I have to go through this process for every stock.
    Why must Quicken delete part of the shares data when printing?
    Why does Quicken NOT include total shares column (With Correct decimal places) in Transaction Report?