I'm trying to make a report with the number of shares of the selected security within an account. Vanguard gives me a nice report in this format and I like to do a side-by-side check.
I believe I have asked for this in the past and some expert gave me an answer but I have forgotten it! Thanks for the help again.
Did you try Investing -> Portfolio to get the Portfolio View, then setting Show: Holdings, Group by:Accounts and As of:?
You can try other Show: settings or customize the report to add and delete columns shown.
Clicking the "+" next to a security shows the individual lots you hold on the As of: date.
You can print the report with File -> Print Portfolio [thanks again John Pollard!].
Is this what you want?
I don't think you can get that (a report showing running share balances) in Quicken (but it would be nice).
Here's a thread that has a couple of ways to get a runing share balance using Excel.
Thanks, John. I was looking for a report that I can click on without fussing with Excel or any other external program. I'll submit my request to Intuit.
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