hide stock transactions older than a certain date

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LivingForEternity
LivingForEternity 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?

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  • Sherlock
    Sherlock Member ✭✭✭✭
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    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
  • Metcalf
    Metcalf Member ✭✭
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    Worked perfectly and thank you.
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