nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Give users the ability to rearrange the order of holdings for an investment account

gtgerbo

This idea stems from the discussion posted at…

https://community.quicken.com/discussion/7939633/possible-to-rearrange-the-order-of-holdings-for-an-investment-account

Within this discussion there was a suggestion to post a product improvement idea for voting. I'm not seeing where that might have been acted upon. So, he we go.

The "Customize Current View" dialog box allows users the ability to change the order of accounts using the "Move Up" and "Move Down" buttons (see the "Accounts" tab).

However, Quicken displays holdings within an investment account in alphabetical order with no apparent functionality to change (or customize) that order.

It would be great if the system were enhanced to allow users the ability to change the order of holdings within an account using "Move Up" and "Move Down" buttons. Such an enhance would facilitate reconciling to the brokerage statement - especially for a brokerage account that has a LARGE number of holdings.

[Edited - Enabled Link]

Find more posts tagged with

Investments

Windows

Reviewed

Display/UI

Portfolio View

Securities

Status: Reviewed

Comments

NotACPA

For what purpose?

You can already add a column for Ticker Symbol, or MANY other attributes, and sort the display on any displayed column simply by clicking on the column header.

gtgerbo

One of my brokerage accounts actually sorts all holdings in alphabetical order. However, there are scant few holdings in this account.

Then there is my brokerage account that sorts holdings into broad categories - i.e., "Cash and Money Markets," "Equity," "Fixed Income," and "Alternate Assets." While another brokerage account shorts holdings into a different set of broad categories - i.e., "Stock Funds," "Bond Funds," and "Short-Term Funds." Both have a significant number of holdings making reconciliation tedious and time consuming.

The column filters don't cut it for me. I'd like to be able to customize the current view down to the security level.

q_lurker

@gtgerbo Use a portfolio view (Ctrl-u) rather than a Holding view. Portfolio view allows much more flexibility including group by Security type. Therein, to match your FI 'categories', you may need to create some more specific security types in Quicken to get the best matchups and that may not be worth the trouble.

Holdings has always been a limited stepchild of portfolio views.