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