Expand All on the Portfolio Tab

dsmith5010
dsmith5010 Quicken Windows Subscription Member ✭✭✭
in Investing (Windows)

I've been a Quicken user for 30+ years. In all that time, when I click Expand All in the Portfolio view of the Investments Tab it would expand to the ACCOUNT > INVESTMENT level. In other words the account would expand to show just the top-level of the investments in the account. Now suddenly, Expand All also Expands the individual LOTS, which for me is dozens of investments and hundreds of lines - especially on accounts when you're reinvesting monthly dividends. How can I put it back to the way it's been since the beginning? R64.35 build 27.1.64.35.

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Answers

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

    I don't typically use that "Expand All" button … but I tried it just now and can confirm the current action.

    Unfortunately, I have no idea as to how to restrict it to the security (vs. Lot) level.

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

  • dsmith5010
    dsmith5010 Quicken Windows Subscription Member ✭✭✭

    Interesting… if (in the Portfolio View) I go to Options > Protfolio Preferences > (DO NOTHING) > Click OK, It collapses back to Account > Investments and does not show the individual lots the was it used to.

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