Investment Account Column Hiding

doughmann
doughmann Quicken Windows Subscription Member ✭✭
Quicken Investment Registers now display two additional columns on the far left of the screen. One column header is a blue dot - purpose unknown The second is a paper clip which I assume is for attaching documents. Looking to hide these columns since they are non value added to me. I work on a small screen and every pixel of area is precious.

How do you hide or delete these columns in an Investment register?

Best Answer

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    edited March 2021
    Unfortunately there isn't any way to change what columns are displayed in the investment register EDIT with the exception of the setting for the review status column.

    The "blue dot" column is for the "review status" and is there because you have this setting on:
    Edit -> Preferences -> Downloaded transactions -> Automatically add to investment transaction lists

    When this setting is on transactions go directly into the investment register.
    Since all transactions should be reviewed to make sure they are correct, that is what this column is for. Clicking on the icon in this column for a given transaction allows the user to mark it reviewed.

    Interesting enough it seems like this column is on even on accounts that manual entry, which seems wrong.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • Quicken Francisco
    Quicken Francisco Quicken Windows Subscription Alumni ✭✭✭✭
    Answer ✓
    Hello @doughmann

    Thank you for reaching out on the community. Currently this is not possible to remove these items from the register unfortunately. I would recommend adding your vote to the post down below who has requested the option to remove/add columns to investment registers. 

    https://community.quicken.com/discussion/7887819/provide-ability-to-display-hide-columns-in-investment-registers#latest

    I do apologize for any inconvenience this has caused. 

    Thanks,
    Quicken Francisco