I can't get Quicken to show net worth of a specific set of securities.

chriscray
chriscray Quicken Windows Subscription Member ✭✭
edited December 2023 in Reports (Windows)

I enter a handful of securities that are in several different accounts hoping to get the net worth of those assets alone, and it gives me a number inclusive to other securities not selected.

Answers

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Works for me. What version are you using?
    You need to of course choose the specific accounts and specific securities on their respective tabs of the customize dialog. Please double check those settings.

    BTW, The account balances report may be better since I anssume you really only want asset values. Check the show details option on the Display tab to help see what is going on.

    Quicken Business & Personal Subscription, Windows 11 Home

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

    How about REPORTS, Investing, Portfolio Value and Cost Basis and then customizing the report to select only those securities?

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

This discussion has been closed.

Categories