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Q2009 Customizing an Overview

I have several investment accounts in the same file. When I go to overview, they do not display the same information. One display gives no option to show the value of the holdings on anything other than the current date and has no value / performance toggle. How do I modify this? Also, is it possible to sort holdings alphabetically when in overview? Thanks.

Reply to
T. Stuart
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To sort on any column in the Holdings pane, click on the heading for that column: "Name" if you want the holdings sorted by security name.

Reply to
John Pollard

If I may add two points to the above:

  1. Sorting by clicking on the heading of a column is a Windows standard and works in almost all applications. It even works in Windows Explorer
  2. If you click the column heading a second time, it reverses the sort, from ascending to descending, or vice-versa.
Reply to
Ken Blake

Thanks guys but that doesn't work here. In one of the views I have a top header "RRSP Account Holdings" (Canadian version of Q2009) and only 3 columns "security", "shares" and "total value". The column headers are not the same as in the other view and clicking on it has no effect. The view that I am trying to switch to has that facility but how do I switch between the two? Appreciate the feedback.

Reply to
T. Stuart

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