How do I set up Return columns in the Portfolio tab (for Mac)?

When I click on the "Configure Columns" button, there are a lot of available columns that are missing compared to the Windows app, including the Return columns (YTD and for all time).

Answers

  • Quicken Jared
    Quicken Jared Moderator mod
    BFish said:
    When I click on the "Configure Columns" button, there are a lot of available columns that are missing compared to the Windows app, including the Return columns (YTD and for all time).
    Hello @BFish,

    I know that the differences between the Windows and Mac versions of the Quicken software can be intimidating at first, and I am glad you are asking us about these matters here on the Quicken Community. Are you asking about how to view Return on Investment percentages? If so, this would be done in Quicken Mac by going to the Configure Columns option in the Portfolio tab of your account, which would appear as an icon of rectangular shape divided by two parallel lines, to the Right of the Update Account icon. There are a few different options related to RoI, including the 1-Year, the 3-Year, the 5-Year, and the YTD.

    Thanks,

    Quicken Jared