Using Quicken Deluxe 2008 desktop. In the investment accounts "Holdings" screen Quicken logically displays the holdings in alphabetical order. Howe3ver my broker statement separates them into Stocks, Mutual funds, etc. So when I am cross checking the statements it would be nice if I could make Quicken's display match the broker's. I do not think that could be done - but thought to ask as it would greatly speed my checking the data if there was a hidden setting I do not know of. Jeff
- posted
14 years ago