Home Screen/Portfolio Value/Date Range Drop down: Add a "Last 365" range.

gjwhite930@gmail.com
gjwhite930@gmail.com Quicken Windows Subscription Member
in Investments

There's already a "Last Year" range, but on January 7th, that is essentially the same as "Last 7 days". It would also be fundamentally different than "Last 12 months" (as an extension of "Last 6 months", as that works in whole-month increments. I'm looking to monitor portfolio changes for the last 365 days.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited 6:22AM

    Are you referring to the Portfolio Value panel on the Home tab Dashboard?

    For me, "Last year" on that panel is 1/1/25 through 12/31/25 and "Year to date" is 1/1/26 through today.

    I think the date range selections for this panel and the others on the Dashboard should be consistent with each other and the same as for reports, including Last 7 days, Last 30 days, and last 12 months, which all end today. "Last 365 days" would cause problems around leap years. If you agree, I will vote for this Idea.

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