Enhancement to Security Detail view

grifman

When I view the holdings for given investment account, if I then select a security to view detail, Quicken combines the transactions from all accounts for that security. It would be nice to have a switch or setting so that if I choose to view only the detail for the investment account I am currently viewing. It could be that you have a global setting for how it with default to ie. what you currently do. Then maybe, on the security detail screen itself, have a way to then toggle/reload so screen now shows based on the current investment account I am viewing. I would even be happy with just the global preference setting as 99% of the time, I am only want information for the security within the account itself. Oddly enough, if I select the security report, there Quicken list transactions for current account. And yet another option would be when the Security Detail screen is shown, it displays My Holdings for current account and all accounts.

Jim_Harman

If you want to see all the transactions in an account for one security, you can click on the Security header in the account's transaction list to sort the transactions by Security then scroll to the security you want.

Does that meet your needs? If not please explain.