Excluding hidden and separate account from Security Detail View transaction history

Ed Mooney · January 15

The transaction history in the Detail View of one of my securities includes a hidden and separate account. The Security Report from the same Detail View excludes the hidden and separate account. How do I get the transaction history to do the same?

NotACPA · January 15

The Security Report doesn't include that security because you've customized it to exclude that security. When I just now looked at the Security Report for a formerly held position, the Hidden account was included.

I know of no way to exclude an account from the Detail View.

You might want to consider starting a New Idea regarding this. If such idea gets enough support (about 50 votes), the Q developers will consider it.

NotACPA · January 15

The Security Report doesn't include that security because you've customized it to exclude that security. When I just now looked at the Security Report for a formerly held position, the Hidden account was included.

I know of no way to exclude an account from the Detail View.

You might want to consider starting a New Idea regarding this. If such idea gets enough support (about 50 votes), the Q developers will consider it.

q_lurker · January 15

How do I get the transaction history to do the same?

You don’t. That Security Detail view is intended, as I see it, to show ‘everything’ about that security that your file has information on. If you want some subset of that information, you need to customize some report or view accordingly.

I think it would be a mistake to introduce customization features to this security detail view.

Ed Mooney · January 16

https://community.quicken.com/discussion/7968672/enhancement-to-security-detail-view

@NotACPA Thank you for the suggestion. I was able to upvote an existing New Idea.

Excluding hidden and separate account from Security Detail View transaction history

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