New Securities In Investment Reports (7 Legacy Votes)
Comments
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There is already a similar feature for adding new categories to reports. Having the same feature for new securities would be helpful.
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list1 -
Doesn't the show change alerts option take care of this. if you have added securities you will get a prompt asking if you want them included in the report or not.
Quicken Business & Personal Subscription, Windows 11 Home
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You are correct that this allows you the option to include this security in the report or not. But, when you have a lot of reports it would save considerable time if there was a process like I described that would allow you to automatically include the security in reports without having go through this process.1
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Just want to add my vote for this suggestion. Quicken used to do this before it was 'improved'.0
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Hello All,
This Idea seems to have fallen stagnant and due to the Age of the request and lack of User Votes/Comments, will be archived within the next 7 business days.
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@Quicken_Tyka: This idea should be on the developers list as one of several that point to a broad issue of how new securities, accounts, tags, categories, etc. are handled in saved reports. There seems to be inconsistency and room for improvement across the board. Some top-end thought needs to be applied to that process rather than piecemeal changes.0
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I concur. I purchase a new security and then open my saved investment reports. Every one of my investment reports opens with the change notice and I have to add the security, and then save the report. Is there some simple way that I am missing a switch or something to get this to work without the change notice? Help. For some investors that play weekly options, seems like they would be continually having to modify their reports. If it is not currently available, Quicken should add it as an option - just a simple check box somewhere that automatically adds (or shows) all non-hidden securities?0
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Perhaps an improvement would be to change the change alerts checkbox to radio buttons:
o Automatically add new securities and accounts to this report
o Show me change alerts
o Do not automatically add new securities and accountsQWin Premier subscription0 -
I trade in new securities daily and its a pain in the [removed - language] to keep telling the report to include new securities. I thought I checked a box to include all securities when I created the report. The default should include new securities, the exception should be not to.0
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There seems to be several requests for this feature [removed - rant/disruptive/unhelpful]0
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Seems like a no-brainer here. All should mean all until the user changes it. If selected securities are desired, that can be handled by using the Selected feature.
Let's get this bug fixed. It is quite annoying.
[Edited - Readability]
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To be clear, the idea here is that if you select the All radio button, it should mean "all at the time the report is run" not "all at the time the report was saved". If you want all at the time the report was saved, you can select the Selected radio button and click on Select all.
QWin Premier subscription0 -
Right - That's why I think it should mean. All the items (like securities) whenever the report is run. Otherwise, choose Selected items.
Thx for followup!!
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Wow! This feature was requested in 2017 and it is still active as of July 2023! One would think that some sane Quicken staff member would either change the program to include this feature or at least post a comment here that they don't feel the change would be worthwhile as it would benefit only a handful of users. (Hopefully this post is not considered a faux pas by Quicken that would make Quicken delete a portion of the post as being a "rant/disruptive/unhelpful" as occurred in my post of over 2 years ago!)
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Nice comment. Curious about 'handful of users' idea, since I would think that lots of folks that use Premiere would have a use for cutomized reports. But, then again, i have no clue. As a user since the DOS Quicken days of the late 90's, I have created a boat load of customized reports that have helped in so many ways. I do hope that this feature might bubble up the queue now and become a reality!
:)
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This is implemented when saving reports.
Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
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Good food for thought. For me, just the securities are the issue, but your idea is broader and might help others.
😀
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Sooo - I think the group think is that ALL means ALL in Securities, just as it means in choosing All for Accounts, or All for Categories.
Curious about how to get this Obvious omission corrected? There is no downside here, IMO, to standardizing the methodology.
Thanks to all for your polite attention!
BTW, if you use the Dashboard Reports, several of these also need to be modified when a new Security is added. Hmmmm
Next Step?
Mr. Zipp
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