Automatic "overcustomizing" portfolio views

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Subject Author Date Automatic "overcustomizing" portfolio views Jay M Apple 07-01-2006
Posted by Jay M Apple on July 1, 2006, 11:53 am Please log in for more thread options Using QDlx2006 R4. In addition to couple of portfolio views that include all securities, we have set up some views that are customized to just certain securities we want to focus on across acounts. HOWEVER..... Whenever a new security is downloaded, it not only appears in the general, all-inclusive views, but also in limited views, which upsets the applecart totals until one remembers to re-customize the limited views by hunting for and unchecking the new securities. The limited views affected include all acounts to catch securities of interest wherever they appear. Can this Quicken behavior (adding new securities to all portfolio views) be curtailed somehow? If so, how? Thanks Jay Similar Threads Posted Re: Strange views in Portfolio March 10, 2005, 1:28 pm Q2006B Portfolio Views Flaky with Vista October 1, 2007, 2:23 pm Different Views Of Accounts Give Different Values July 4, 2006, 7:33 pm Quicken Portfolio - Import into M* Portfolio Analyzer - Problem August 5, 2008, 11:07 pm automatic updates in Vista February 16, 2007, 8:20 am ? generate automatic email November 30, 2007, 3:52 pm What was the Automatic Update about today? May 7, 2008, 4:46 pm Scheduled Automatic Deductions May 29, 2008, 9:02 am Automatic bill payments April 17, 2009, 1:32 pm Quicken 2004 No Automatic Backup July 4, 2006, 10:29 am