Quicken 2009 Deluxe question

Posted by Gary on December 31, 2008, 2:13 pm

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Is there some way for me to look at a register of transactions for a
given security in a given account? I know I can tailor a report, but
I'd like to be able to see just a given set of transactions relating to
a given security on my screen.

Thanks in advance.

Posted by John Pollard on December 31, 2008, 3:21 pm

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Gary wrote:

> Is there some way for me to look at a register of transactions for a

> given security in a given account?

No.

> I know I can tailor a report, but

> I'd like to be able to see just a given set of transactions relating to a

> given security on my screen.

Not sure what advantage the "register" would provide over a report.

You can double-click on transactions in reports and be taken to that
transaction in the its register. And in the Banking > Transactions report,
you can select multiple investment transactions and delete them ... from the
report.

Posted by Motzarella on December 31, 2008, 3:58 pm

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In portfolio view click on a security, not on its folder.

Eric

> Is there some way for me to look at a register of transactions for a given

> security in a given account? I know I can tailor a report, but I'd like

> to be able to see just a given set of transactions relating to a given

> security on my screen.

> Thanks in advance.

Posted by ps56k on January 8, 2009, 3:52 pm

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Motzarella wrote:

> In portfolio view click on a security, not on its folder.

> Eric

>> Is there some way for me to look at a register of transactions for a

>> given security in a given account? I know I can tailor a report,

>> but I'd like to be able to see just a given set of transactions

>> relating to a given security on my screen.

>> Thanks in advance.

yeah - if this is what you want -
in my Q2006 - in portfolio view,
click on my Schwab acct - it lists all my stocks -
if I hover, I get the links to Quotes & Graphs
if I click - if brings up the Security Detail View with the Transaction
History