Investment Portfolio Value Report - incorrectly displaying closed positions
Rich Gaughan
Member ✭✭✭
I have been successfully generating Portfolio Value investment reports for years using Quicken Classic (current version R53.32). The report would list each account and the current equity and fund positions in each account. Now when I run the report it is listing both current positions and closed positions going back years. The report is now 34 pages long instead of 3. I want the report to list only current positions. I have searched the “customize” options in detail! How do I resolve this?
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