@UDGH556 Quicken hasn't addressed this directly, but due to some changes they made elsewhere, there's now a trick which should work for you.
If you go to Accounts > Hide & Show Accounts, you probably have your old account marked as Hidden (and possibly as Closed). Is that correct? If so, although this seems unintuitive, uncheck the Hidden box for the old account. You should now see the old account in your left sidebar under the Retirement heading, right? (If the account is Closed, it will be in italics, but that doesn't really matter for this.)
Now, at the top of the left sidebar, click the ••• icon and select Sidebar Settings. At the bottom of the Settings page, in the Accounts to Display section, uncheck "Closed". Your old account will now disappear again from the left sidebar… but because it isn't a "hidden" account, it will now show up in your Portfolio view history! I've done this for my closed accounts, and it works exactly the way I'd like it to.
I don't know why the developers somewhere changed their interpretation of "Hide in Lists" to "Hide Completely". I still think it's a bug or behavior they should fix. "Hide in Lists" should mean just that; it should make the account's investment history disappear entirely from the Portfolio. But this method of closing but not hiding an account, and then not showing hidden accounts in the sidebar, achieve the desired result.
Make hidden investment account data visible in investment history (Q Mac) [edited]
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That works…nice! Thanks for the tip, Quicken evidently isn't going to fix it too soon so this workaround is the ticket.
👏
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Jacobs! You are awesome. That resolved the issue that has plagued me since QM2017! It resolves this thread. Imagine closing an account, but still having the data presented in the graph. FINALLY!
QMac Subscription - iMac - Quicken Mac user since 19951 -
This does need to be fixed. I appreciate Jacobs work around but should not have to use it to make hidden accounts be part of the Portfolio graphy for investments
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@jacobs thank you so much for that workaround! Now the investment graphs actually mean something to me. But I completely agree w/you. It makes no sense why "Hide in Lists" would make those accounts completely disappear from all calculations. Even with this workaround, when I look at the Portfolio tab it's cluttered with old closed accounts.
Quicken, please fix this!
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The workaround works for me too, thanks. I'm moving over a dozen accounts from a previous financial services organization to new accounts. The obvious solution for me was to mark the old accounts hidden; marking them closed and making the @jacobs change worked, but it's very non-intuitive. Luckily I came here and found this thread.
In the 'all investing accounts' drop down how about you list the hidden accounts in addition to the regular ones, and let your users decide what they want in that report. Seems like a very straightforward fix to make. Otherwise, moving securities from 1 account to another means your historical data in the Investment Portfolio graph is essentially worthless.
Thanks for listening
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@rhbroberg @John@88 and anyone else who wants to see the developers solve this issue, please make sure you have added yuor vote for this Idea topic. (To do so, go to the first page of the thread and look at the yellow box under the first post. If the arrow under the counter is dark gray, click it to add your vote; if the arrow is light gray, it means you have already voted, and clicking it will remove your vote.)
More votes doesn't guarantee anything, but it may help push the request up the priority list.
Quicken Mac Subscription • Quicken user since 19930 -
I would very much like to see this fixed. My use case is simply that I want to see the historical performance of my investments, but I do not want to clutter up the sidebar with closed accounts. I do see the workaround of changing the Display Options on each closed account do not hide the account in lists, and then to edit the sidebar properties to not show any closed accounts. But that's not what I want. I want to see my closed accounts under the Hidden Accounts grouping. And I do NOT want to see my closed accounts in the selection list every time I try to create a report! I closed them for a reason.
I see that this was submitted many years ago and has "stalled". Just want to let you know there are people who still want this to be fixed.
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