Ability to ADD a column to a standard Portfolio Value Report

Wayneok1
Wayneok1 Quicken Windows Subscription Member
edited May 2022 in Reports (Windows)
Would like to add column ASSET class to standard Portfolio Value Report which i subtotal by account... I do not want to use the Portfolio Value report and subtotal by asset class because then I can't see subtotal by account.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Are you asking for 2 level subtotaling?  Once by account and then by asset class?
    Q, currently, doesn't offer that.

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

  • Wayneok1
    Wayneok1 Quicken Windows Subscription Member
    No need to do 2 level subtotaling. I just want to add a column that shows the asset class (just like there is a column for number of shares.
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2021
    Most (all?) investment reports cannot be altered for columns included. 
    Edit—poorly stated. Should have said, Column selection is very limited. 
    You may have better luck customizing a portfolio view and then printing that. 
This discussion has been closed.

Categories