Portfolio X-Ray Custom Views
GTmem
Quicken Windows Subscription Member ✭✭✭
I would love to be able to save custom views. In the top left corner box, I only see options of All Accounts, Investing Only, Retirement Only and Custom. Ideally, I could create a Custom group and then save it. Otherwise, I have to rebuild a custom view each and every time. This would actually be a value add over the Morningstar site itself.
Tagged:
3
Comments
-
That saved customization should apply to both accounts and securities.
0
Categories
- All Categories
- 49 Product Ideas
- 35 Announcements
- 225 Alerts, Online Banking & Known Product Issues
- 18 Product Alerts
- 505 Welcome to the Community!
- 673 Before you Buy
- 1.4K Product Ideas
- 54.9K Quicken Classic for Windows
- 16.6K Quicken Classic for Mac
- 1K Quicken Mobile
- 825 Quicken on the Web
- 120 Quicken LifeHub
