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Re: How to add total Gain/Loss to a report
In addition to Investing goals you can also create some additional Security Types. One in particular I make good use of is having a type Money Mkt. Portfolio views and investing reports (except matur…1 -
Re: How to add total Gain/Loss to a report
I appreciate the caution about revising Security Types. There can be unintended consequences. There should not be any asset allocation issues since those are based on Asset Class, not Security Types.1 -
Re: Validation Running Too Long
@a1newman The archive approach presented by @UKR is the current conventional wisdom recommendation to speed up program performance for investment accounts. I tend toward a similar procedure I created…1 -
Re: Quicken Classic Premier R61.17: Investment Performance Report Error
So seeing Rocket's R60.20 reference, I checked my such report and see NA for some Investing goals, but not all. Further poking suggests to me that there is something really messed up with the Su…1 -
Re: Linked Investment Cash Register - can't change/Edit the Security Name
The 'steps' I took were quite straight forward. Create any transaction in in an investment account with a linked cash account that uses the cash side (Buy, Sell, Dividend, Interest, etc) Ch…1
