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Re: Register report for current query view
https://community.quicken.com/discussion/comment/20345479#Comment_20345479 Yes, that will hopefully work for what @bnwbass is looking for. You know, all these years using Quicken (30+?) I never notic…1 -
Re: How to edit Security Detail View "Industry" in Investments ?
You can't edit the field. I comes in when you add the security. As far as a report, it is not available in reports but you can add it to a portfolio view by cusomizing it (click “options” button…1 -
Re: How to transfer investment accounts to a new financial institution
You should be able to simply disable online services for the account which would remove the login information for the old institution (right click on the account in the account bar and go to Online S…1 -
Re: Remove price history chart and daily volumes from security detail view
If you click the “Security Report” button from the Security Detail View you will get essentially the same view of transactions without any of the charts and you can expand that to fill your entire sc…1 -
Re: Stock Purchase Not Showing In Portfolio
If you haven't already, on the portfolio tab click "options" at the top right > "Customize current view..." > click on "Securities" tab. Then make sure the ne…2
