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Re: Investing Tab Portfolio View Not Displaying Dividends For Mutual Funds
If I have all this right: Dividend Yield - Downloaded. Annual Value. % of 'recent' market value. Also shows in the "Quote" data of the Security Detail View (Div Yield) but may sho…1 -
Re: The Community Meetup- October 2025
Regarding Tags as presented above: The point is made about Quicken MAC uses hierarchical tags. As a Quicken Windows user, I don't really know what that means. Anyway, later it is cited as a best…2 -
Re: Holdings view: Need % of Total Account & Ability to Customize
@J92130 Honestly, I am not trying to be antagonistic on this or disagreeable. I see the quick value in the Holdings view. My problem as I see it - while one user (you) might value Market (%) greatly,…1 -
Re: Holdings view: Need % of Total Account & Ability to Customize
You can set up and save specific portfolio views as necessary - up to 20 or so customized views. I tend to one view per FI, but then when necessary cut that down to one account at that FI. So much yo…2 -
Re: Holdings view: Need % of Total Account & Ability to Customize
Portfolio Views (Ctrl-u) offer great flexibility. Holding view are a simple subset of portfolio views for a single account. Use portfolio views instead.1
