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Re: Can Quicken support a 2nd separate entity or do I need Quick Books?
Yes, you can either have it in your current data file or create a 2nd data file if it is something you need completely separate1 -
Re: Real time quotes option not available
Unless you are using Premier or higher you will not see it. It is not available for Deluxe or Starter. Quicken has admitted that the documentation is lacking and that it will be updated at some point.1 -
Re: Ticker Symbol on Holdings tab
The Portfolio Value report shows the ticker symbol. You can also customize the portfolio tab views to show the ticker rather than security name by going to (at the upper right) Options > Customize…1 -
Re: A security's Type and Asset Class
It should be mutual fund. The market index is only for the actual index. And yes, Large cap stocks is probably what you want.2 -
Re: Report Column sizing
You won't be able to change the column size but what you can try is click the Export button at the top and export it to a PDF file. When you do that it will give you the option to "fit to p…1
