How to create a Report on a specific security or securities across portfolios (Q Mac)
billeye10
Quicken Mac Subscription Member ✭✭✭
Is there a way to create a Report on a specific security or securities across portfolios/accounts? Of course by selecting “Investing” and then the Portfolio view I can see amounts by security however, a report is nice because it would provide the totals of securities selected for the report.
0
Answers
-
Thanks for the solution. I had forgotten Export was there. I used filtering to ignore/hide holdings I did not want to see rather than deleting. This is may be easier than creating a report. There are more tools in Excel to manipulate the data. Thanks again2
This discussion has been closed.
Categories
- All Categories
- 63 Product Ideas
- 36 Announcements
- 225 Alerts, Online Banking & Known Product Issues
- 21 Product Alerts
- 704 Welcome to the Community!
- 673 Before you Buy
- 1.2K Product Ideas
- 54K Quicken Classic for Windows
- 16.4K Quicken Classic for Mac
- 1K Quicken Mobile
- 812 Quicken on the Web
- 115 Quicken LifeHub