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Re: How can I track and display net worth versus time?
The easiest way is to scroll to the bottom of the Accounts bar on the left side of your screen and click on Net Worth. For a report, go to Reports > Net Worth & Balances > Net Worth. Set th…1 -
Re: How to delete Several Investment Portfolio Views
You can't delete a Portfolio view, but you can click on Customize and rename the view to "Don't use" or whatever. Alternatively, click on Reset view at the bottom of the Customize…1 -
Re: Recording Transfers that are not Quicken Accounts
Note that marking an investing account as Separate will not increase your net worth. Separate accounts are excluded by default from reports, including Net Worth, unless you explicitly include them. A…1 -
Re: Wrapping Presents.. Good? Bad?
I like to shop for gifts at small local stores that offer to professionally gift wrap presents. They always look much nicer than anything I could do myself. My wife and I had thrifty Depression-era p…1 -
Re: Create new Account type for Donor Advised Fund
The ability to easily track and report on contributions to a DAF would also be useful for tracking charitable gifts of appreciated securities. I agree it is currently a complex and error prone proces…2
