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Add Additional Expand/Collapse Option in Portfolio View [Edited]

rfore466

In portfolio view, the existing choices to "Expand All" and "Collapse All" should have an additional choice, which is to have an in-between. Specifically, collapse each securities' individual lot information while displaying each account and the securities within that account. As it is now, if I choose "Expand All", then I must manually collapse every security in every account to get back to a manageable view.

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Investments

Reviewed

Display/UI

Portfolio View

Status: Reviewed

Comments

rfore466

Please let me know if this is possible, or could be added as a new feature.

Quicken Anja

Hello @rfore466,

I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

Thank you!

rfore466

Thank you. I could not figure out how to post an Idea on the site, and google searches all said there was no way to do it. Maybe make the feature more obvious to use?

jacobs

@rfore466 Just to confirm: you're talking about Quicken Windows, right? Your post Idea post is currently in a Quicken Mac category, but your user information says you're using Quicken Windows. We can have a moderator move this to the appropriate Quicken Windows location if appropriate.

(Meanwhile, consider yourself lucky that you have at least some Expand/Collapse controls in the Portfolio, as Quicken Mac does not! 🤣)

rfore466

Yes, I use Quicken Deluxe for Windows on my PC. Please move it to the appropriate category, and thanks for the prompt followup!

q_lurker

You are right there is no in-between expand/collapse button or feature.

But the lot detail is only available if the view is grouped by: Accounts. Therefore to get back to your manageable view more quickly from fully expanded, you can reset Group by to ‘Securities’ and then back to ‘Accounts’ to get the lot detail collapsed out.

rfore466

Thanks for the creative work-around! I tried it, and it works. But it would still be a nice feature to have a separate bottom at the bottom, between Expand All and Collapse All.

BobS2

Perhaps just a "no lots" check box setting that excludes LOTS?