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Posted by louise on December 19, 2007, 12:38 am
Please log in for more thread options John Pollard wrote:
> louise wrote:
>> Quicken 2007 Deluxe.
>>
>> I've been using a Quicken Account file for my brokerage
>> holdings for several years. Therefore, many different funds
>> have come and gone and still exist in the account file.
>>
>> My Portfolio page is accurate and Quicken knows what I now
>> own and doesn't list funds I no longer own. I download info
>> regularly from Fidelity, my brokerage house.
>>
>> I am now trying to do a report subtotaled by Invest Goals
>> for my present holdings. Therefore, I chose "month to date"
>> for the report.
>>
>> Nevertheless, Quicken doesn't seem able to only list the
>> funds I presently own. It lists some funds in each category
>> that are no longer active and therefore, the report is
>> essentially useless.
>>
>> It seems to me that I would have to go to the securities tab
>> and start checking off every fund I own - this would be a
>> tedious process as I have many CDs, treasuries, and funds
>> with similar names after all these years.
>>
>> Is there no way to have Quicken create a report using only
>> the funds that are presently held? It seems to me Quicken
>> knows what's held because the portfolio is correct - how can
>> I get it to pick up the information that way?
>
> You can "print" the Portfolio tab.
>
> Customize the Portfolio tab to "Group by" "Investing Goal".
> Then:
>
> File > Print Portfolio
>
Thanks - it worked perfectly
Louise
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