Is there a way to graph "INVESTING" totals in Quicken classic over different time periods?

pjmchalsky
pjmchalsky Member
edited March 16 in Investing (Windows)

I am a Windows user and have been using Quicken for many years. My individual investments have changed over time. I would like to see the changes in "INVESTING" totals. I don't know if these totals are saved over time. If they are not, can the totals be recalculated and then posted for each time stamp (quarterly, annually, etc.) for graphing purposes from the earliest data set collection to present?

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭

    Just the account totals?

    You can go to Reports > Net Worth and Balances > Account Balances. Select the date range and interval you want. You can choose to see the report, graph, or both.

    Click on the gear at the top right.

    If you want to see the securities in each account, click on Account detail.

    Click on the Accounts tab and select the accounts you want to include.

    QWin Premier subscription
  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭

    You say "'INVESTING'" totals" which I'm interpreting to mean "the value of all my Investment Accounts."

    A Net Worth report using all available dates, selecting ALL Investment Account (including hidden) only, and with an interval of your choosing will give you that information, and a graph.

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