investment securities report mixes two account in report

jmf219
jmf219 Member
edited April 2023 in Investing (Windows)

I have stocks in an individual (IMA) account plus an IRA account. when running a security report, the two accounts are mixed together. how do i keep reports separate for each account o- ima and ira??? mixed togehter is of NO use ever.

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    There's a custom setting, via the GEAR icon, to sub-total by account

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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