Banking Summary Report missing Securities

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rjlane
rjlane Quicken Windows Subscription Member ✭✭
edited July 2024 in Reports (Windows)

Every time I open a saved Banking Summary I get a message of "Do you want to open as Saved or Update with new Securities." When I open the Customize screen there's no tab for Securities.

Any explanation?

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

    The REPORTS, Banking, Banking Summary report doesn't included (unless modified by you) Investment accounts. Only banking accounts.

    You can customize the report to include, or exclude, investment accounts. OR, you could use the SPENDING, Itemized Categories report or any of several others under the REPORTS, Spending menu. OR an Investment report to narrow down the issue.

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

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