I want to exclude certain stocks and money market fund and cash in my investing tab how do I do that

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timman Quicken Windows Subscription Member

March 2020 in Investing (Windows)

I want to exclude certain stocks and money market fund and cash in my portfolio so when I update it I can see the total of everything without the cash portion

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Best Answer

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  Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

  March 2020 Answer ✓

  In the portfolio view, click on Customize.
  Click on Securities
  Un-check No Security (includes cash) and any money market funds you want to exclude
  

  QWin Premier subscription

  6

Answers

• 

  Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

  March 2020 Answer ✓

  In the portfolio view, click on Customize.
  Click on Securities
  Un-check No Security (includes cash) and any money market funds you want to exclude
  

  QWin Premier subscription

  6
• 

  timman Quicken Windows Subscription Member

  March 2020

  Thanks, I notice on my portfolio on the bottom it shows the total amount of money i loss per day is there a way to make it show a percentage too like a percent of my portfolio

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  Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

  March 2020

  That would be the Day Gain/Loss (%) column in the portfolio view. Click on Customize to add that column.

  QWin Premier subscription

  0

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