How to generate a report of security cost by lots?

Crackers Quicken Windows Subscription Member

March 2019 in Reports (Windows)

Investing reports Portfolio Value and Portfolio Value and Cost Basis only show totals.  I want the details by lots the same way they are presented in Investing, Portfolio window.  Any way to do this?

Thanks

0

Best Answers

• 

  Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

  March 2019 Answer ✓

  You can print the Portfolio view. Set it up with the columns you want then hit Ctrl-P to print. 

  QWin Premier subscription

  9
• 

  mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

  March 2019 Answer ✓

  You can even "print" to a tab or comma delimited file that you can import to Excel. 

  Quicken user since Q1999. Currently using QW2017.
  Questions? Check out the Quicken Windows FAQ list

  9

Answers

• 

  Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

  March 2019 Answer ✓

  You can print the Portfolio view. Set it up with the columns you want then hit Ctrl-P to print. 

  QWin Premier subscription

  9
• 

  mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

  March 2019 Answer ✓

  You can even "print" to a tab or comma delimited file that you can import to Excel. 

  Quicken user since Q1999. Currently using QW2017.
  Questions? Check out the Quicken Windows FAQ list

  9

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