hide stock transactions older than a certain date

Quicken Windows Subscription Member ✭✭✭
edited April 2023 in Investing (Windows)
I used to trade a lot of stocks but don't care about any transactions older than a few years ago. Even though I hide the stock by name, they still show up in my investing screens when I show closed lots. Can I get Quicken to not show investment transactions older than a certain date so I can see recent closed lots but not ones before a certain date?

Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    To exclude a security from a Portfolio view: open view, select Customize, the Securities tab, check Show (hidden securities), uncheck the security, and select the OK
  • Member ✭✭
    Worked perfectly and thank you.
This discussion has been closed.

Welcome!

It looks like you're new here. Sign in or register to get started.
Sign In
Register

Quick Links

Categories