Quicken Built in Investment Reports

MrZipp
MrZipp Member ✭✭✭
in Investing (Windows)

How about fixing the Portfolio Value by Account and Allocaiton by Account Graphs (and reports) - These two do NOT understand that ALL means ALL. Whenever I use these (daily), if I have made a change to any security, I have to change the settings for these two. Soooo annoying!

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

    Are you using the "canned" report? Or a report that you've previously customized and saved?

    What types of "changes" are you making to securities that causes them to not be included. Give specific examples of what's happening.

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

  • MrZipp
    MrZipp Member ✭✭✭

    I am talking about the 'Portfolio Value Graph by Account' and it's companion Report. I have it on my home page. Also, the other canned report is 'Allocation by Account' and it's report. I have probably 50 custom reports, and have used Quicken since the '90s. But these two just won't keep the setting I prefer. As a relatively active trader, I make probably 1-2 dozen position changes weekly in my PF. But for every add or delete, the setting for ALL is not kept.

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