Printing Investment Account share balances

Using Quicken for Mac 6.10.3. Is there a way to print the individual securities and share balances within each Investment account?

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    Answer ✓
    Sure is. Go to the account and click the Portfolio tab under the account name. Make sure Portfolio Value and By Security are set in the popup menus. Then menu File > Print. This will print all displayed columns in whatever order they appear. If you just want the Security name and share balance, then you will want to hide all but the Name and Shares columns using columns selector tool near the top right.
    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Answer ✓
    Sure is. Go to the account and click the Portfolio tab under the account name. Make sure Portfolio Value and By Security are set in the popup menus. Then menu File > Print. This will print all displayed columns in whatever order they appear. If you just want the Security name and share balance, then you will want to hide all but the Name and Shares columns using columns selector tool near the top right.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • joecanfieldsr
    joecanfieldsr Member ✭✭
    Thank you much. So simple.