Seeing Brokerage totals and NOT individual stocks/bonds

Bret
Bret Member ✭✭
edited November 2018 in Investing (Windows)
I have used Q for decades and no longer want to manage individual stocks and bonds.  I  only want to see the up to date totals in my Brokerage Account.  Any clever ideas how i might do this?  Using Q4W2017

Comments

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
    Not in Quicken, it is all about the transactional detail and summing it up to totals.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • K.O. (Win-Premier)
    K.O. (Win-Premier) Quicken Windows Subscription Member ✭✭✭✭
    edited November 2018
    I did the same thing in my retirement accounts starting 1/1/18.  I just update the total balance at the end of each month.
  • Bret
    Bret Member ✭✭
    edited November 2018
    K.O.  Did you disable the existing brokerage and then create a new property account?
  • K.O. (Win-Premier)
    K.O. (Win-Premier) Quicken Windows Subscription Member ✭✭✭✭
    edited November 2018
    I just disabled the one step update / online link for the accounts and then do a balance adjustment once a month.  No need to create a different account.
  • Bret
    Bret Member ✭✭
    edited November 2018
    Great idea!  I will do the same at the end of the year.  thanks for the replys!

This discussion has been closed.

Categories