Securities report

vip

I have Quicken for Mac (most current). I want to build a memorized report that shows transactions/summary of income for selected securities from multiple investment accounts (not all securities from all accounts). I have added both payee and security/payee in transaction register. While building report payee tab does not show security name even though register shows name of the security.

Thanks

Jon

Unfortunately you're not going to be able to create a memorized report for that. There aren't any investment reports on the Mac, and the regular reports don't work because securities are not payees (as you've discovered). If you can get one of the Portfolio tabs to show you what you're looking for you can print those, that's the closest thing we have right now.