delete Portfolio Views

Marcs

in investing, portfolio, show, i have Custom 9 to custom 19, how to delete them?

Thanks

Tom Young

I don't think there's any way to do that. But, why would you want to? Any View that you've customized and renamed should be sitting up above those "Custom X" options, so it's not like you need to scroll through them to find the View you want to use.

Jim_Harman

There is currently no way to delete Portfolio views. If you would like Quicken to make improvements in this area, please review, comment, and vote on this Idea post

https://community.quicken.com/discussion/7794412/edit-delete-the-default-portfolio-views-6-legacy-votes

Tom Young

I don't think there's any way to do that. But, why would you want to? Any View that you've customized and renamed should be sitting up above those "Custom X" options, so it's not like you need to scroll through them to find the View you want to use.

Jim_Harman

There is currently no way to delete Portfolio views. If you would like Quicken to make improvements in this area, please review, comment, and vote on this Idea post

https://community.quicken.com/discussion/7794412/edit-delete-the-default-portfolio-views-6-legacy-votes

Marcs

ok I understand that it is in the base of the software, if I have created a wallet called HSBC, but I have nothing left in it, is it possible to delete it in the view

Jim_Harman

'I'm not sure what you mean by a "wallet", but if you have a Quicken investing account called HSBC and you want to exclude it from a Portfolio view, you can select the view then click on Customize. On the Accounts tab, you cn de-select any accounts you do not want included in the view.

If it is the view itself you want to exclude from the "Show" list, you can rename the view but not delete it.