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

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firecop8
firecop8 Member ✭✭
edited May 2022 in Reports (Windows)
Just the symbols, no $ value.

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited April 2021
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    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.


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  • firecop8
    firecop8 Member ✭✭
    Options
    THANK YOU. That did it.
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