How to delete Several Investment Portfolio Views

Just Fine
Just Fine Quicken Windows Subscription Member ✭✭

I have several Investment Portfolio Views, i.e. Custom1, Custom2, Custom3 that I wish to delete but cannot find a way to do this. The views I wish to delete are available under investment, portfolio and by pulling down the show menu.

When I want to pick one, I have too many to look through that I never even use.

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2024

    You can't delete a Portfolio view, but you can click on Customize and rename the view to "Don't use" or whatever.

    Alternatively, click on Reset view at the bottom of the Customize dialog. Resetting will change the view back to its original name and settings.

    If you would like to be order to delete and/or reorder the views, please comment and vote for this longstanding Idea post. To vote, click on the little up arrow below the vote count in the top post. It needs about 50 votes in order to be considered.

    QWin Premier subscription
  • Just Fine
    Just Fine Quicken Windows Subscription Member ✭✭

    okay, I voted but it’s only 25 votes now. Wow

This discussion has been closed.