delete Portfolio Views

Marcs · March 2023

in investing, portfolio, show, i have Custom 9 to custom 19, how to delete them?

Thanks

Tom Young · March 2023

I don't think there's any way to do that. But, why would you want to? Any View that you've customized and renamed should be sitting up above those "Custom X" options, so it's not like you need to scroll through them to find the View you want to use.

Jim_Harman · March 2023

There is currently no way to delete Portfolio views. If you would like Quicken to make improvements in this area, please review, comment, and vote on this Idea post

Edit/Delete the Default Portfolio Views (6 Legacy Votes)

USMA74

Sep 19, 2018

There are about 10 default portfolio views in the drop-down list on the "Show" button on the Portfolio Screen. I'd like to be able to delete and/or reorder these default views entirely, in favor of using my own customized views only. I'd like to be able to right click on any view in the dropdown list and have the option to delete it, and also be able to drag and drop existing views into the order I want them to appear. This would make the Portfolio View screen more user friendly.

Tom Young · March 2023

I don't think there's any way to do that. But, why would you want to? Any View that you've customized and renamed should be sitting up above those "Custom X" options, so it's not like you need to scroll through them to find the View you want to use.

Jim_Harman · March 2023

There is currently no way to delete Portfolio views. If you would like Quicken to make improvements in this area, please review, comment, and vote on this Idea post

Edit/Delete the Default Portfolio Views (6 Legacy Votes)

USMA74

Sep 19, 2018

There are about 10 default portfolio views in the drop-down list on the "Show" button on the Portfolio Screen. I'd like to be able to delete and/or reorder these default views entirely, in favor of using my own customized views only. I'd like to be able to right click on any view in the dropdown list and have the option to delete it, and also be able to drag and drop existing views into the order I want them to appear. This would make the Portfolio View screen more user friendly.

Marcs · March 2023

ok I understand that it is in the base of the software, if I have created a wallet called HSBC, but I have nothing left in it, is it possible to delete it in the view

Jim_Harman · March 2023

'I'm not sure what you mean by a "wallet", but if you have a Quicken investing account called HSBC and you want to exclude it from a Portfolio view, you can select the view then click on Customize. On the Accounts tab, you cn de-select any accounts you do not want included in the view.

If it is the view itself you want to exclude from the "Show" list, you can rename the view but not delete it.

delete Portfolio Views

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Edit/Delete the Default Portfolio Views (6 Legacy Votes)

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Edit/Delete the Default Portfolio Views (6 Legacy Votes)

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