Q2012 - Todays Data

Apr 23, 2012 2 Replies

Just did my 3-yr update from Q2009 to Q2012 As usual, I'm not real thrilled with not being able to find my previous screens. I may have to re-install Q2009 on another computer just to compare and find things.



I seem to recall after our daily download a Investing screen with - Today's Data - where is that ?



Also - on the Investing - why is the default a "transaction register" ? the old Q2009 had the sticky default one of a few screens, now you have to click "holdings" to see how much you lost today.



I'm glad that Intuit continues in their tradition of making Quicken more of a challenge each year.


yup - reinstalled Q2009 to compare -

my main screen on Q2009 startup shows :

-> Investing tab -> todays data

lists all the accts with the columns.... cost basis, g/l, g/l %, days g/l, days g/l %, mkt value

This is exactly what I want to see as a quick picture of my data.

BTW - can this Q2009 screen be customized or is it fixed/canned ? It's exactly what I'm looking for so couldn't remember if I created it, or just got used to it ?

SO - where is this screen found in Q2012 ?

I can't address how your first screen on startup is the Investing screen, but if you are in any of the Quicken versions which displays your Portfolio, you can customize what columns are displayed. I suspect that you had a customized Portfolio view and have just forgotten. Use Q2012 to bring up Investing and the Portfolio. Customize is onthe same line as Show, Group By, and Date. You can use the Show pull down tab to pick the View you are most comfortable with, and then customize it by adding/removing colums to it. I can see several DAY options you can choose from.

I think you are just used to what you've had before, and it's the unfamiliarity that's getting you. No functionality has been removed but a few things are in different places. I haven't moved to Q2012 yet (am at 2011), but I've been happy with all the upgrades once I got used to them. Sometimes some of the options we are familiar with get buried in a menu that makes it a little more obscure, but you will get used to it. Just keep trying things and have patience.

BTW, My Quicken starts at the HOME tab, and you can customize what is displayed there. You can also add you own "VIew" as the starting point, and customize it. That's probably where Quicken starts everyone , and you just need to customize it to your liking.

jo

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