How to create a Report on a specific security or securities across portfolios (Q Mac)

billeye10
billeye10 Quicken Mac Subscription Member ✭✭✭
edited June 2022 in Reports (Mac)
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.

Answers

  • billeye10
    billeye10 Quicken Mac Subscription Member ✭✭✭
     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 again
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