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.
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Answers
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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
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