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Is there a way to 'hide' investments with value = 0

phenders4

Using the investment option with custom, I see all accounts holding the specified securities. However, the specified securities that are not in an account are also shown (value = 0). Is there a way to 'hide' these? For example, say I have 50 accounts, and the specified securities is only in one of them, what I see is 49 accounts with value = 0, and one account with the value of the specified securities. Very distracting!!! Just show one account, and hide the others. If an account is hidden, it is easy to infer that its account value for those securities is 0.

[Edited - Readability]

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Accepted answers

Jim_Harman

@phenders4 Sorry, I thought you were familiar with customizing reports. To just see the investing accounts in the Account Balances report, you can click on the Clear all button on the Accounts tab before selecting the investing accounts you want to include.

An even simpler approach is to use the Investing > Portfolio Value report instead:

From the Reports menu, select Investing then Portfolio Value to open the report.
Next to Subtotal by: select Accounts. This will show all your holdings subtotaled by account.
Click on the gear at the top right to customize the report.
Click on the Securities tab, then click on Clear All and select the desired securities.
Click on OK to display the customized report, which should only include the non-zero accounts.

All comments

Quicken Laura

Hi @phenders4,

Thank you for reaching out. Could you please let me know which specific Investment report you’re using? If possible, please also provide the report name and a screenshot of the report or its customization window. This will help clarify what you’re seeing and determine whether there’s an option to exclude the $0 accounts.

If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

I look forward to your response.

Jim_Harman

I think you are referring to an Investing > Portfolio view grouped by Account, with all accounts selected but only one or a few securities selected.

In this case, the accounts that hold none of the securities are included in the view, like this:

In this example from a test file, all my accounts were selected and just the Vanguard 500 Index Fund.

I agree it would be nice to be able to exclude the zero value accounts. This could be accomplished by adding an option "Show zero value accounts" like the "Show closed lots" option in the Portfolio view options. For backwards compatibility, this option should default to being selected.

I would vote for an Idea along these lines.

Note, however, that if you set up an Account Balances report to include just investing accounts and the desired securities and select the Account details option, it will show only the accounts where the selected securities are currently held.

You could also use the Investing > Portfolio Value report. Select Subtotal by: Accounts and customize to include just the security(s) of interest.

phenders4

Thanks, Jim's reply posting show the issue clearly.

Jim_Harman

@phenders4 Would the Account Balances or Portfolio Value reports as noted at the end of my post resolve this issue for you?

If not, please explain why not.

phenders4

>I would vote for an Idea along these lines.

Thanks Jim, any idea how to get this feature implemented.

"Note, however, that if you set up an Account Balances report to include just investing accounts and the desired securities and select
the Account details option, it will show only the accounts where the selected securities are currently held.

You could also use the Investing > Portfolio Value report. Select Subtotal by: Accounts and customize to include just the security(s) of interest."

Could you please be more specific.

I tried a variety of these recommendations and could not generate the desired report.

Any help greatly appreciated.

Pete

PS: save as excel (real easy in excel)

in the first data row - right click on the desired column value, then select 'sort' "largest to smallest"

The desired non-zero values will be in the top rows - does not hide non-zero values

Quicken Laura

I believe what @Jim_Harman is referring to is running an Account Balances report using the following steps:

Go to the Reports menu.
Select Net Worth & Balances > Account Balances.

By default, the report will display all of your accounts. You can customize the report by selecting Customize in the upper-right corner.
On the Display tab, check the Account detail box.

Screenshot 2026-08-17 at 10.27.55 AM.png

Screenshot 2026-08-17 at 10.43.15 AM.png

Next, go to the Accounts tab and select only the investment accounts where securities are currently held.

Screenshot 2026-08-17 at 10.29.16 AM.png

Finally, go to the Securities tab and select the specific securities you want to include in the report.

Screenshot 2026-08-17 at 10.30.17 AM.png

If you would like to submit an official request for this feature to be added in the future, you can create an Idea post. This will allow other users who have the same or a similar request to vote on your idea and help bring visibility to the request.

I hope this helps clarify the available options.

phenders4

Thanks, that works, sort of!! Missed the upper right corner icon.

So in "customize account balances" I click on accounts, selected accounts, investing, click OK

But, my bank and credit card accounts still show up in the result, and the accounts results always reverts back to all accounts

I believe this functionality is incorrect!!

However, if I go to 'selected accounts' and explicitly uncheck my bank and credit card accounts it works.

Sceptic

@phenders4 if the investment view with the selected investment(s) is static view that you will use routinely, you can always create and save a custom view to the "Show" dropdown list. At the bottom of the list, there are a list of 19 customizable views (Custom1, Custom2, etc) In this custom view, you would select the desired securities, but then also deselect any account that doesn't contain that security or securities. Then create a name for the view, and make any other customizations desired. Thereafter, you can choose that custom view whenever you want to view the selected securities. This will allow you to see your selected securities without the empty accounts, without having to create a report.

I do agree though that a toggle to show or not show zero value accounts is the best solution, but until that is implemented, I think these suggested workarounds might work for you.

Jim_Harman

An even simpler approach is to use the Investing > Portfolio Value report instead:

From the Reports menu, select Investing then Portfolio Value to open the report.
Next to Subtotal by: select Accounts. This will show all your holdings subtotaled by account.
Click on the gear at the top right to customize the report.
Click on the Securities tab, then click on Clear All and select the desired securities.
Click on OK to display the customized report, which should only include the non-zero accounts.

phenders4

Interesting, my Quicken works differently. When I select accounts, selected accounts, investing, I get a list of all investing accounts, not a choice Brokerage, etc. Probably one of my preference options.

I find this process much less intuitive than the Investing —> Portfolio

phenders4

Thanks Jim,

I am learning report customization.

Your approach works, gives more info than I needed, but that is OK.

I don't find it as intuitive as starting with Investing

Jim_Harman

@phenders4 If the Portfolio Value report gives more information than you want, you can control and, thanks to a recent enhancement, reorder the columns to display by using the Display customization tab.