How can I obtain a detailed net worth report?
I'd like to see, for instance, a list of all the securities each brokerage account holds.
Just a list of detailed account holdings and balances would do the trick, too - I don't need it organized as assets and liabilities.
Quicken Classis Deluxe for Mac, Version 7.8.2
Best Answer
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Click on the Investing account group in the sidebar, then click on the Portfolio tab. If you want to save it, click on the circle with three dots in the upper right and select "Print"; you can save it as a PDF from the Print dialog if you'd prefer an electronic report to paper.
If you don't like the format of the printer report, instead of printing you can save it to a CSV file and then open that in the spreadsheet program of your choice & format it any way you like.
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Answers
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Click on the Investing account group in the sidebar, then click on the Portfolio tab. If you want to save it, click on the circle with three dots in the upper right and select "Print"; you can save it as a PDF from the Print dialog if you'd prefer an electronic report to paper.
If you don't like the format of the printer report, instead of printing you can save it to a CSV file and then open that in the spreadsheet program of your choice & format it any way you like.
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Perfect! Thanks for the speedy reply.
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