Does or will Quicken for Mac have a positions by account screen/report?

jblevy01

A number of years ago I used Quicken for Windows. There was a screen that showed positions by account. Is there a similar screen/report in Quicken for Mac or, if not, are there plans to incorporate one?

RickO

I think what you're asking for is this:

1. Go to the Investing group register in the sidebar
2. Click the Portfolio Tab
3. In the 2nd popup menu, select By Account
4. Click the > symbol next to each account to expand its detail
5. You can click any column header to change the sort order within each account

RickO

I think what you're asking for is this:

1. Go to the Investing group register in the sidebar
2. Click the Portfolio Tab
3. In the 2nd popup menu, select By Account
4. Click the > symbol next to each account to expand its detail
5. You can click any column header to change the sort order within each account

jblevy01

Yes, that's it…Thanks.