include/exclude specific securities in reports on mac 2018
It would be very, very helpful if you could add the include or exclude feature to specific security holdings, as in Quicken for Windows. Many users have a single brokerage account with multiple securities and mutual funds held in the one brokerage account. There is no way to run a report that chooses a single fund or stock with a brokerage account to see what it has paid in dividends, etc.
Thanks,
Tony
Comments
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I agree this would be helpful.
Here's a partial workaround that may help you in the mean time...
In the register of the brokerage account...
1. Enter the security name in the search box.
2. Set the Date filter for the time period you are interested in.
3. Set the Type filter to Income.
4. Click the Type column header to sort by transaction type.
5. Then shift-click to select only the Dividend transactions.
Their total will appear at the upper right. Or you can print or export the register to see the total.Quicken Mac Subscription; Quicken Mac user since the early 90s0 -
Related to this is the "Quick Report" equivalent that exists in QM2007. You may want to add your VOTE to Bring back Quick Reports, especially in at least one of the here:
https://getsatisfaction.com/quickencommunity/topics/bring-back-qkreport?topic-reply-list[settings][f...
https://getsatisfaction.com/quickencommunity/topics/bring-back-qkreport?topic-reply-list[settings][f...
https://getsatisfaction.com/quickencommunity/topics/bring-back-qkreport?topic-reply-list[settings][f...
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests for Report Types. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
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BTW, the equivalent report in QM2007 is called the Investment Transaction Report, with the following options:
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
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