Account holdings shows ALL instances of that security

Nalgas

Hello

The account overview screen show us what securities an investment account holds. Right. When clicking on a security or other monetary instrument, it shows you the transaction history for that security in ALL accounts.
Is there a way to only see the transaction history for that particular account? I don't see a way to filter other than clicking on the Account header to sort them out.

Yes, the register can sort of do that as well, but you have to sort by security. If I'm the account overview screen for an account, it should only show me transactions of that security in THAT account, says common sense.

Thank you

Boatnmaniac

Above the Account Register: Click on the Holdings tab to get this view.

You can also go to the Investing tab in Quicken to get the same information for each security for each account.

If you instead click on the security shown instead of on the view expander box you will be taken to another screen which will show lots history of that security for all accounts.

Does this answer your question?