investment performance by security does not show USA investments

dBarber
dBarber Quicken Canada Other Member ✭✭
investment performance by security does not show US investments 

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    What Q product are you running? And are you SURE that you included the account with US securities in the report customization.
    In Q, only a single currency type can exist in any account.  So, you can't have (for example) CAD securities and USD securities in the same account.  The account must be either CAD or USD, it can't be both ... so you'll need at least 2 investment accounts.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • dBarber
    dBarber Quicken Canada Other Member ✭✭
    Delux version. report on show Cdn securities when using year to date but shows all securities when set with custom date of one year. Don't understand the difference but it does now provide the info that I wnt.