YTD Income in Portfolio View ?

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sailerph2
sailerph2 Member ✭✭
in Investing (Windows)
The income option seems to show income for the life of the account. I'd like to easily compare ytd income with estimated annual income for the year so far. Am I missing something simple ? Thanks

Best Answer

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    In the Portfolio views, you can set the starting date for analysis by clicking on the Options gear at the top right and selecting Portfolio Preferences.

    Combining this with the As of date, you can set any date range you want.

    Quicken remembers this setting, so you might want to set it back to avoid confusion in the future.
    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    In the Portfolio views, you can set the starting date for analysis by clicking on the Options gear at the top right and selecting Portfolio Preferences.

    Combining this with the As of date, you can set any date range you want.

    Quicken remembers this setting, so you might want to set it back to avoid confusion in the future.
    QWin Premier subscription
  • sailerph2
    sailerph2 Member ✭✭
    Options
    Thank You, I didn't know that

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