This report for me is frustrating, inaccurate and I consider it pretty much worthless.
I have a decent investment portfolio. In retirement I want to ladder non equity investments by quarters. In my case, over three years.
This report basically just spits out all investments with no ability to sort by intervals, like some other Quicken reports.
Therefore, I have to use a ruler and calculator to separate by 12 quarters. 3 X 4.
Why? It sb a simple tool.
In addition, it is inaccurate. It pulls in investments that were sold or matured years ago.
It should work off today's portfolio.
Hint, it seems to have something to do with investments by call date and some by type.
I am sure I have asked this to be corrected before.
I love Quicken for tracking my investments, but this needs to be fixed. Now!
Thank you!
