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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 -
Re: Entering new security purchased doesn't show in portfolio view
Check your customization settings for that specific view and make sure the new security is included in the selected securities.1 -
Re: How to Merge Securities in Quicken Classic for Windows
I have recently changed brokerages and I find that I now have duplicate securities with slightly different names and for the Symbol field one brokerage used the ticker symbol and the other used the C…4
