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Quicken Classic for Windows
Reports (Windows)
Can I create a bar graph showing relative portfolio values over time?
RobertoK
A number of years ago I created a report that showed a bar graph with the total portfolio value for each year in a specified date range. I saved the report and re-used it for years. Today when I brought that report up, the bars were gone. It only showed a circle with the current value of the portfolio as of today. I can't figure out how to recreate the report I had saved. I've used Quicken for more then 10 years and thought I was pretty good at creating reports. Was the system changed to discontinue supporting the type of report I want?
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Accepted answers
Sherlock
Select
Reports > Investing > Portfolio Value & Cost Basis
and select an
Interval
other than
None
.
All comments
Sherlock
Select
Reports > Investing > Portfolio Value & Cost Basis
and select an
Interval
other than
None
.
RobertoK
Thanks for your help. This must be a new(ish) report format. It was easy to set up what I wanted using this report format.
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