Let us say I want to add "Purchase date" of a security in an investment report. How do I do that.
Probably the reason a "Purchase date" column is not available in most Quicken investing reports is that it applies to the individual tax lots of the security and thus does not apply to most of the reports. For bonds, however, you can see the purchase date in the Bond Maturity report.
To expand on @mshiggins response, the way to view or print purchase dates for the tax lots of other securities is to use an Investing > Portfolio view. These are actually very flexible.
The Portfolio views are spreadsheet-like and not pretty, but the data is there.
If a column is not available in a report, you can't add other columns. You'll want to use a report that has the column(s) you are looking for.
Purchase date will be available in capital gains reports for securities you have sold. For purchase dates for securities you currently own, use an existing or customize a Portfolio view to show the info you want, then "print" to an export format that can be opened in Excel.
Thank you so much MShiggins. Appreciate your prompt response. Did not expect it.
I looked for reports that had "purchase date" in it already, but could not find it. It seems that all reports use the same template to add columns or filter criteria. That select box does not have many fields, including purchase date.
I have been using Quicking for over 25 years. It was great when I first started. But the world has passed Quicken. Quicken's foundation software has remained the same - archaic. Quicken keeps asking for $50-$70 every year but there is no fundamental change in the architecture to allow users to customize and look at data. Frustrating. Feel like a captive audience. Sorry to say this. There is not much on youtube also, mostly because this is a dying product. Really frustrated. Need a way to get out of Quicken.
