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; } } }

Duplicating Views

Scouter_Don

We have established a view for his investments. We want to duplicate that view and then delete his accounts from that duplicate view and add her accounts to that duplicate view so that we can easily see our respective investments in the same layout. How do we do that without having to duplciate it column by column manually?

Find more posts tagged with

Investments

Comments

q_lurker

Since you put this under the Investments category of discussions, I assume you are meaning Portfolio Views (Ctrl-U). I do not believe there is a way to duplicate portfolio view except as a through the Customize button.

There is a comment in this idea thread asking to add that ability. The broader 'idea' is "Under Consideration".

https://community.quicken.com/discussion/7794412/edit-delete-the-default-portfolio-views-6-legacy-votes