Filter investments

evilknieval
evilknieval Quicken Windows Subscription Member ✭✭
in Investments

You should be able to filter investments transactions just like checking. I don't understand why this isn't available already. Seems like it should be a basic/baseline function

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  • BobS2
    BobS2 Quicken Windows Subscription Member, Windows Beta Beta

    Probably should add much more detail, like sorting by Date, Security, Action (sell, buy, div, reinvest, etc…).

    Wouldn't some of the filters be unique/specific to securities.

    Are you suggesting filters just like an investment report except in the actual account registry or are you suggesting adding only what can be accomplished for banking transactions? If so, this would seem very limiting for an investment account.

    Perhaps with added details this suggestion will collect more votes and be implemented. 🙂

  • rbalila
    rbalila Quicken Canada Subscription Member ✭✭

    I agree that this should be baseline feature for investment type accounts. Right now its not consistent between non-investment vs investment accounts and a simple task like bein able to filter by date e.g. i want to see all my transactions for the last month, year or last year is not easy to do like you do it in a banking account type.

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