Security values and cash balances reporting
How to obtain a report that shows total security values and cash balances for selected investments accounts ?
Best Answers
-
Just run the "Portfolio Value" report. You can customize it to give you whatever investment accounts you want.
Quicken Windows user since 1993.
0 -
There is also an icon for exporting on the tool bar across the top of report.
0
Answers
-
Just run the "Portfolio Value" report. You can customize it to give you whatever investment accounts you want.
Quicken Windows user since 1993.
0 -
Thanks ! Subtotaling by account give me the info I needed. Now I just need to find a way to export this data in Excel (CSV file)
0 -
Sorry. I just saw the export options on the right click menu of the report output. All is OK now !
0 -
There is also an icon for exporting on the tool bar across the top of report.
0