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Subject Author Date
return on investment wont register 2004 louise 08-02-2006
Posted by louise on August 4, 2006, 12:54 am
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 Fred Smith wrote:
> There are lots of columns available. The best thing to do is go to customize
the
> view, then select Help. It will tell you what all the available columns do.
>
> Based on what I see, I expect Gain/Loss (%) will do what you want.
>
Thanks - that looks like a good bet

Louise

Posted by Moop on August 14, 2006, 12:04 am
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> There are lots of columns available. The best thing to do is go to
> customize the view, then select Help. It will tell you what all the
> available columns do.
>
> Based on what I see, I expect Gain/Loss (%) will do what you want.
>

I have a similar issue to the thread title. I too have Quicken 2004
(Premier) and made a stock purchase recently. However it has yet to show up
in the Investing Center's Portfolio. Conversely, issues I jettisoned months
back still show. How does one customize, even if manually, this area?

TIA,

Moop

Posted by John Pollard on August 14, 2006, 9:16 am
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>
>> There are lots of columns available. The best thing to do is
>> go to
>> customize the view, then select Help. It will tell you what
>> all the
>> available columns do.
>>
>> Based on what I see, I expect Gain/Loss (%) will do what you
>> want.
>>
>
> I have a similar issue to the thread title. I too have Quicken
> 2004
> (Premier) and made a stock purchase recently. However it has
> yet to show up
> in the Investing Center's Portfolio. Conversely, issues I
> jettisoned months
> back still show. How does one customize, even if manually,
> this area?

If you are saying that your new security does not appear in the
Portfolio tab at all, that's not similar to the issue of this
thread, which is basically about seeing values in Quicken
"return" calculations.

You definitely can manually customize the Portfolio tab; and
there a several parameters that can affect whether a security
appears on the tab. With the Portfolio tab open, click "Options
> Customize current view".

But if you are seeing securities that you no longer hold any
shares of, and not seeing securities that you do hold, my guess
is that you have the wrong "As of" date selected (near the top
of the tab on the right).



Posted by Moop on August 15, 2006, 12:31 am
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@attbi_s71:

>>

> You definitely can manually customize the Portfolio tab; and
> there a several parameters that can affect whether a security
> appears on the tab. With the Portfolio tab open, click "Options
> > Customize current view".

I was able to manually de-check those securities I no longer have thanks to
your method. However the new issue is not listed in the "Securities to
include" list. My investment account transaction list *does* show the issue
as correctly having been "bought". Yet it shows not in the aforementioned
list. Any idea why not?

M

Posted by John Pollard on August 15, 2006, 1:15 am
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>> You definitely can manually customize the Portfolio tab; and
>> there a several parameters that can affect whether a security
>> appears on the tab. With the Portfolio tab open, click
>> "Options
>> > Customize current view".

> I was able to manually de-check those securities I no longer
> have thanks to
> your method. However the new issue is not listed in the
> "Securities to
> include" list. My investment account transaction list *does*
> show the issue
> as correctly having been "bought". Yet it shows not in the
> aforementioned
> list. Any idea why not?

If the security is "hidden" and you have told Quicken not to
"View hidden securities", the security will not appear in the
"Securities to include" list.




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