Q2010 Investment Portfolio Display Problem

Posted by charliech on October 30, 2009, 12:28 am

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I just ran into another problem with Q2010. When in Quicken and I
click on the "Investing" Bar on the left panel expecting it will
display the Investment Portfolio (as it does in previous versions of
Quicken), all it does it expand or collapse the accounts under
Investing. It does not take me to the Portfolio Screen as it in other
versions. How do I get that action back - where I click on
"Investing" and it displays the Portfolio Screen?

Thanks
Charlie

Posted by Bobster on October 30, 2009, 11:09 am

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>I just ran into another problem with Q2010. When in Quicken and I

> click on the "Investing" Bar on the left panel expecting it will

> display the Investment Portfolio (as it does in previous versions of

> Quicken), all it does it expand or collapse the accounts under

> Investing. It does not take me to the Portfolio Screen as it in other

> versions. How do I get that action back - where I click on

> "Investing" and it displays the Portfolio Screen?

> Thanks

> Charlie

Click on the "Investing" tab at the top, then click "View" and finally
"Portflio".

Posted by Margaret on October 30, 2009, 1:55 pm

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Bobster wrote:

>> I just ran into another problem with Q2010. When in Quicken and I

>> click on the "Investing" Bar on the left panel expecting it will

>> display the Investment Portfolio (as it does in previous versions of

>> Quicken), all it does it expand or collapse the accounts under

>> Investing. It does not take me to the Portfolio Screen as it in other

>> versions. How do I get that action back - where I click on

>> "Investing" and it displays the Portfolio Screen?

>> Thanks

>> Charlie

> Click on the "Investing" tab at the top, then click "View" and finally

> "Portflio".

Yes, the ability to open the Portfolio view from "Investing" in the
account bar has been removed. :-( I don't know why. It was just
another quick way to get there.....

Regards,

Margaret

Posted by charliech on October 30, 2009, 1:58 pm

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>Bobster wrote:

>>> I just ran into another problem with Q2010. When in Quicken and I

>>> click on the "Investing" Bar on the left panel expecting it will

>>> display the Investment Portfolio (as it does in previous versions of

>>> Quicken), all it does it expand or collapse the accounts under

>>> Investing. It does not take me to the Portfolio Screen as it in other

>>> versions. How do I get that action back - where I click on

>>> "Investing" and it displays the Portfolio Screen?

>>>

>>> Thanks

>>> Charlie

>> Click on the "Investing" tab at the top, then click "View" and finally

>> "Portflio".

>Yes, the ability to open the Portfolio view from "Investing" in the

>account bar has been removed. :-( I don't know why. It was just

>another quick way to get there.....

>Regards,

>Margaret

Yes, thanks for the replies - just one more step in the wrong
direction :)

Charlie

Posted by R. C. White on October 30, 2009, 5:25 pm

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Hi, Margaret.

> I don't know why. It was just another quick way to get there.....

The quickest way to get there is to just add a "Portfolio" button to the
Tool Bar. Then it's always just one click away. ;<)

But my Quicken 2010 Deluxe does have Portfolio on the Investing menu - just
two clicks. Or <Ctrl>+U. I haven't used either of those methods in so long
that I forgot they existed.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Using Quicken Deluxe 2010 and Windows Live Mail in Win7 x64)

> Bobster wrote:

>>> I just ran into another problem with Q2010. When in Quicken and I

>>> click on the "Investing" Bar on the left panel expecting it will

>>> display the Investment Portfolio (as it does in previous versions of

>>> Quicken), all it does it expand or collapse the accounts under

>>> Investing. It does not take me to the Portfolio Screen as it in other

>>> versions. How do I get that action back - where I click on

>>> "Investing" and it displays the Portfolio Screen?

>>>

>>> Thanks

>>> Charlie

>> Click on the "Investing" tab at the top, then click "View" and finally

>> "Portflio".

> Yes, the ability to open the Portfolio view from "Investing" in the

> account bar has been removed. :-( I don't know why. It was just another

> quick way to get there.....

> Regards,

> Margaret