Change in investment value - Dashboard

Bione
Bione Quicken Windows Subscription Member ✭✭✭
edited October 22 in Investments

It would be nice to have a category of "Change in Investment Value" for the previous day. I like to check what the balance change was from the previous trading day. Some mutual funds to not report that until later in the afternoon/evening. Now I must go to Investing and select the previous day from the calendar. The daily investing changes would be nice to see on the Dashboard.

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

    How about simply adding the "Day Gain/Loss" column to the Portfolio screen (CTRL-U) via the Customize button on that screen?

    THEN, you could get the intra-day changes also.

    I'd vote against your suggestion, if that were possible, since the feature already exists in Portfolio.

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

  • Bione
    Bione Quicken Windows Subscription Member ✭✭✭

    I agree it is in Portfolio where I usually find it except you must go select the previous day to see it. The purpose of the Dashboard is to give a quick visual summary.

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