Security values and cash balances reporting

OpusTerra
OpusTerra Quicken Windows Subscription Member ✭✭
edited December 2024 in Reports (Windows)

How to obtain a report that shows total security values and cash balances for selected investments accounts ?

Best Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Just run the "Portfolio Value" report. You can customize it to give you whatever investment accounts you want.

    Quicken Windows user since 1993.

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    There is also an icon for exporting on the tool bar across the top of report.

Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Just run the "Portfolio Value" report. You can customize it to give you whatever investment accounts you want.

    Quicken Windows user since 1993.

  • OpusTerra
    OpusTerra Quicken Windows Subscription Member ✭✭

    Thanks ! Subtotaling by account give me the info I needed. Now I just need to find a way to export this data in Excel (CSV file)

  • OpusTerra
    OpusTerra Quicken Windows Subscription Member ✭✭

    Sorry. I just saw the export options on the right click menu of the report output. All is OK now !

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    There is also an icon for exporting on the tool bar across the top of report.

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