Investment Account Register Filtering

Tim M
Tim M Member ✭✭
edited April 28 in Manage Accounts and Transactions

Allow for filtering an investment account register for ticker symbols or transaction type

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  • evilknieval
    evilknieval Quicken Windows Subscription Member ✭✭

    Or filter on amounts

  • maxwelwp
    maxwelwp Quicken Windows Subscription Member, Windows Beta Beta

    Probably not what you are looking for but might help in the interim…

    If you have "Security Display in Register" checked to show Symbol:Security and use the "Find" function, enter the security symbol you are looking for, that security will be displayed in the search window.

    “Never stop dreaming,never stop believing,never give up,never stop trying, andnever stop learning.”
    Quicken user since 1993

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @Tim M another workaround is to sort the investment register by the item (security, action) you are searching on.

    But I agree, having the ability to filter investment transactions would be a good tool to have.

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