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Quicken Classic for Windows
Investing (Windows)
Filter securities in Investing Account
gwa000
from the menu Investing --> Investing Accounts --> "specific account" is there a way to filter out only a specific security?
i'm taking over Quicken responsibilities for my dad (so i'm new at this) and i need to add a bunch of transactions. it would be much easier if i was only seeing the specific security that i want to add transactions for.
in the display for Fidelity i'm seeing Puritan, Balanced, bond fund, etc. i want to work on adding past transactions for Puritan so i would like to only see that security displayed.
thanks!!
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Accepted answers
q_lurker
I believe when you have copied a transaction and are going to paste it in, you do NOT need to be on the blank line at the end of the list. You can rt-click anywhere in the transaction list, select 'Paste transaction", and the window for the new (paste-in) transaction opens. It will not be overwriting the transaction where you did the rt-click.
gwa000
Just tried your suggestion about pasting anywhere. It works without overwriting the transaction you paste over.
thanks!!
All comments
Sherlock
If you're using the
Enter Transactions
wizards, I suggest you sort the transaction list by security to group the transactions by security. Otherwise, you may use a customized
Investment Transactions
report to view the security's transactions while modifying the transaction list.
gwa000
thanks for the tip.
while sorting helps so i can see everything sequentially for a particular security i still have to scroll all the way to the bottom to enter a new transaction. i basically do a copy of a particular transaction then scroll to the bottom where there is an entry for a new transaction (i.e. has the current date) and then do a paste on that. that opens a dialog where i can change the date, amounts, etc.
works, but i always have to keep scrolling to the bottom of the list of the transactions to enter the next one.
it's an improvement but i would think that Quicken would allow you to filter transactions in the transaction list. would make it a lot easier for entering a batch of transactions.
q_lurker
I believe when you have copied a transaction and are going to paste it in, you do NOT need to be on the blank line at the end of the list. You can rt-click anywhere in the transaction list, select 'Paste transaction", and the window for the new (paste-in) transaction opens. It will not be overwriting the transaction where you did the rt-click.
gwa000
Just tried your suggestion about pasting anywhere. It works without overwriting the transaction you paste over.
thanks!!
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