How can I DO HISTORICAL investment reports?

Roncib · April 2020

just converted from Windows Q97 to Subscription Mac

Quicken_Tyka · April 2020

Hello @Roncib

Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

At this time, the reporting available for investments is limited to the Portfolio page of the account.

Image: https://us.v-cdn.net/6031128/uploads/editor/81/sznrgj8g2muw.png

You may also run a register report from the account by searching and adjusting filters, such as date range and type.

Image: https://us.v-cdn.net/6031128/uploads/editor/1a/pdp9pz0g9dr2.png

I hope this helps!

-Quicken Tyka

Quicken_Tyka · April 2020

Hello @Roncib

Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

At this time, the reporting available for investments is limited to the Portfolio page of the account.

You may also run a register report from the account by searching and adjusting filters, such as date range and type.

I hope this helps!

-Quicken Tyka

Roncib · April 2020

Wow. I could do all that in old Quicken 2017. That makes this new quicken relatively useless to me. Why would Quicken degrade their product so badly?

How can I DO HISTORICAL investment reports?

Best Answer

Answers

Welcome!

Quick Links

Categories