What happened to Portfolio and Cost Basis report?

Carl Rhinehart
Carl Rhinehart Quicken Windows Subscription Member ✭✭
in Reports (Windows)
It no longer contains the #shares, current share price, gain/loss columns.
Customize report does not have a way to add them back that I can see.
Using Quicken Deluxe Windows, current subscription.
I depend on this to keep my investing spreadsheet current.
How can I get this back?

Best Answer

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Hmmm...yeah looks like you can only have cost and market value of each security on that report.

    Have you tried the Portfolio Value report?  That has everything you are looking for.  That's the report I use all the time.

    Quicken Windows user since 1993.

Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Hmmm...yeah looks like you can only have cost and market value of each security on that report.

    Have you tried the Portfolio Value report?  That has everything you are looking for.  That's the report I use all the time.

    Quicken Windows user since 1993.

  • Carl Rhinehart
    Carl Rhinehart Quicken Windows Subscription Member ✭✭
    Thank you @bmciance , I don't know if I had a brain fart or if content switched around. Yes, that report has the columns I recognize. Thanks again.
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