I wish to put my present security list w/o values into an email. How do I do that.

Member ✭✭
edited May 2022 in Reports (Windows)
Just the symbols, no $ value.

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited April 2021
    Go to Investing > Portfolio
    Next to Group by, select Security
    Click Customize and select the columns you want to include. You must include the security names, but you can also include the symbols.
    On the Accounts and Securities tabs, select the ones you want to include (probably all)
    Click OK to exit customization
    Hit Ctrl-P or go to File > Print Portfolio
    Select Quicken PDF as the printer and specify the file name to save.

    Attach the PDF file to your email.


    QWin Premier subscription
  • Member ✭✭
    THANK YOU. That did it.
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