The transaction history in the Detail View of one of my securities includes a hidden and separate account. The Security Report from the same Detail View excludes the hidden and separate account. How do I get the transaction history to do the same?
The Security Report doesn't include that security because you've customized it to exclude that security. When I just now looked at the Security Report for a formerly held position, the Hidden account was included.
I know of no way to exclude an account from the Detail View.
You might want to consider starting a New Idea regarding this. If such idea gets enough support (about 50 votes), the Q developers will consider it.
How do I get the transaction history to do the same?
You don’t. That Security Detail view is intended, as I see it, to show ‘everything’ about that security that your file has information on. If you want some subset of that information, you need to customize some report or view accordingly.
I think it would be a mistake to introduce customization features to this security detail view.
@NotACPA Thank you for the suggestion. I was able to upvote an existing New Idea.
