Enhancement to Security Detail view

grifman
grifman Quicken Windows Subscription Member ✭✭
edited 4:14PM in Investments

When I view the holdings for given investment account, if I then select a security to view detail, Quicken combines the transactions from all accounts for that security. It would be nice to have a switch or setting so that if I choose to view only the detail for the investment account I am currently viewing. It could be that you have a global setting for how it with default to ie. what you currently do. Then maybe, on the security detail screen itself, have a way to then toggle/reload so screen now shows based on the current investment account I am viewing. I would even be happy with just the global preference setting as 99% of the time, I am only want information for the security within the account itself. Oddly enough, if I select the security report, there Quicken list transactions for current account. And yet another option would be when the Security Detail screen is shown, it displays My Holdings for current account and all accounts.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you want to see all the transactions in an account for one security, you can click on the Security header in the account's transaction list to sort the transactions by Security then scroll to the security you want.

    Does that meet your needs? If not please explain.

    QWin Premier subscription
  • Mitchell Mackler
    Mitchell Mackler Quicken Windows Subscription Member, Windows Beta Beta

    If you are in an investment account and enter ctrl-shift-O , you get the Account Overview, which shows all of the securities in that account, and only that account.

  • jsnider47
    jsnider47 Quicken Windows Subscription Member, Windows Beta Beta

    I like: If you want to see all the transactions in an account for one security, you can click on the Security header in the account's transaction list to sort the transactions by Security then scroll to the security you want

    But, I wish after clicking on Security that it would sort on that security I was on. Quicken sorts all the securities. Then I have to go find the security and date I was just on. Scroll up or down.

    I like this too: Ctrl-Shift-O while in the investment account, but it still lists all the places the security is at.

    But, you can click the Account to sort by account. Then go find the security and date I was just on.

    But either way, this is way better than spreadsheet. Small inconvenience. I guess I could always export to EXCEL for more research. Dollar cost averaging , several securities, and many years gives many entries. So far only inconvenience is for researching old Roth conversions.

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