Portfolio Value & Cost Basis Report not able to subtotal in QB newest release.
gkading
Quicken Windows Subscription Member ✭✭✭
I use the above report, and previously had been able to subtotal the report by Account. Apparently the latest QB release does not allow this - see the latest 'Customize' dialog box attached.
Dropping back to a previous release of QB, there is an option to 'Switch back to old interface' within the customize report dialog box, which seems to missing from the latest QB release. This 'Old Interface' allows the subtotal option. See 'Old Interface' customize dialog box attached.
QB - Please please please put that subtotal option back into the current and future releases!!!!
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