Securities report

vip
vip Quicken Mac Subscription Member ✭✭
edited December 2023 in Reports (Mac)

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

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    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.

  • vip
    vip Quicken Mac Subscription Member ✭✭

    Thanks Jon. I wish they add more investment reports on mac.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @vip Please add your vote for investment reports in this thread…

    https://community.quicken.com/discussion/7910394/need-more-investment-reports-in-q-mac

    Quicken Mac Subscription • Quicken user since 1993
  • Ledadane
    Ledadane Quicken Mac Subscription Member

    So, why doesn't Quicken for Mac have the same features as Quicken for Windows? I want to add offline fixed deposits in foreign currencies. Windows instructions call for using the account "Securities," but no such account exists in Quicken for Mac. I do get a little tired of being treated like a second-class citizen just because I prefer Mac to Windows!

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