Aggregate by mutual funds across all accounts - Quicken For Mac

kps
kps Quicken Mac Other Member ✭✭
edited September 2022 in Reports (Mac)
I recently switched to a Mac. In my windows quicken, I had a report saved that would list my mutual fund holding across all accounts. Then I can sort by value etc. I have the same mutual funds in 2 different accounts.
In Mac, I am unable to create / save such a report. Am I missing something?

Answers

  • kps
    kps Quicken Mac Other Member ✭✭
    Thank you very much. This is exactly what I wanted to see !!
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