Re-sort investment transactions?

Hi, Enigman.

As I just said in my Reply to your other post: Please tell us which Quicken version.

And tell us which screens you are having problems with. I know you know, because you are sitting there looking at them. But we can't see them, so all we can do is shoot in the dark And who knows what innocent target we might hit? :>(

In most Windows screens, including many in Quicken, we can sort a list by clicking on the header of a column. In Quicken's Portfolio view, for example, clicking on Quote/Price will re-sort the securities in that order. If you have multiple Accounts, the securities will probably be resorted separately within each Account. Clicking on Name will return them to their default order.

Similarly, in the Investment Register for an Account, clicking the header for the Security column sorts all the transactions by security; clicking Date returns it to the default. Click the same column a second time to reverse the order - oldest first/newest first.

IF none of my shots in the dark are what you meant, please post back with more details of what you are trying to do.

RC

Sorry for omitting pertinent details - I'm using Quicken 2006 Premium, and it's the Security Detail Screen that comes up when you click on an individual security in an account. I've tried clicking the column header on this screen, but it doesn't do the job.

I'll attach an image with the out-of-sequence dates to this post.

The detail is sorted by Date within each account.

I can't find a way to change the sort order either. You could run the securities report and save it to excel so that you can sort it by date.