Where did the holdings tab go??


D

Damn Proud 2

I have Quicken 2010 R10.

On the Investment page under portfolio view I used to have a choice
that stated "Holdings" under the "Show:" drop down menu. For whatever
reason, that choice is no longer present and instead I have a lot of
"custom" choices (Custom 1, Custom 2, etc.). The choices for Value,
Recent Performance, Historic Perfomance, Fundamentals, Quotes, Mutual
Funds, Asset Allocations, Tax Implications, ESO and Price update are
all present along with the several custom choice mentioned. Notably,
my actual "holdings" continue to show on the Online Center view under
the "Tools" tab. Any idea as to how to get the "Holdings" choice back
in the "Show:" dropdown menue?

Not only do I miss not having that view but suddenly Quicken started
showing me every stock and fund I ever owned in all the views. I am
sure I could use one of the Custom choices to make a Holdings view but
would it sync with the changes asscoaiated with future purchases and
sales or would those changes have to be entered manually?

Any help appreciated.
DP
 
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R

R. C. White

?Hi, DP.

I don't think I've ever used "Holdings", but it's right there on my
Portfolio menu - about the 8th option on the list. Since I don't use
Holdings, my settings are most like Quicken's defaults. It shows me all my
CDs (I've created an Investment Account for these, no matter which bank they
are in.), then stocks in my two broker accounts, my Watch List (Hmm...I need
to update that), and finally 3 Indexes. And it shows only my current
holdings, not what has been sold.

For me, the "Value" option is the one I almost always use - and "CDs" for my
CDs.

Yes, I'm using Quicken Deluxe 2010 R10, in Win7 Ultimate x64.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
(e-mail address removed)
Microsoft Windows MVP (2002-9/30/10)
(Using Quicken Deluxe 2010 and Windows Live Mail in Win7 x64)


"Damn Proud 2" wrote in message

I have Quicken 2010 R10.

On the Investment page under portfolio view I used to have a choice
that stated "Holdings" under the "Show:" drop down menu. For whatever
reason, that choice is no longer present and instead I have a lot of
"custom" choices (Custom 1, Custom 2, etc.). The choices for Value,
Recent Performance, Historic Perfomance, Fundamentals, Quotes, Mutual
Funds, Asset Allocations, Tax Implications, ESO and Price update are
all present along with the several custom choice mentioned. Notably,
my actual "holdings" continue to show on the Online Center view under
the "Tools" tab. Any idea as to how to get the "Holdings" choice back
in the "Show:" dropdown menue?

Not only do I miss not having that view but suddenly Quicken started
showing me every stock and fund I ever owned in all the views. I am
sure I could use one of the Custom choices to make a Holdings view but
would it sync with the changes asscoaiated with future purchases and
sales or would those changes have to be entered manually?

Any help appreciated.
DP
 
T

TomYoung

?Hi, DP.

I don't think I've ever used "Holdings", but it's right there on my
Portfolio menu - about the 8th option on the list.  Since I don't use
Holdings, my settings are most like Quicken's defaults.

Yes, I'm using Quicken Deluxe 2010 R10, in Win7 Ultimate x64.
Odd. I don't think I've ever used anything other than the Value
"Show" and while I've customized the Value screen I'm pretty certain
I've not messed with the other options under show. But, my list under
the drop-down menu is

Value
Recent Performance
Historic Performance
Fundamentals
Quotes
Mutual Funds
Asset Allocation
Custom
Custom0
Old Portfolio Value
Custom1
Custom2
Custom3
Custom4
Custom5
Custom6
Custom7
Custom8

No "Holdings" there.

QD2010 R10.

Tom Young
 
J

John Pollard

Damn said:
I have Quicken 2010 R10.

On the Investment page under portfolio view I used to have a choice
that stated "Holdings" under the "Show:" drop down menu. For whatever
reason, that choice is no longer present and instead I have a lot of
"custom" choices (Custom 1, Custom 2, etc.). The choices for Value,
Recent Performance, Historic Perfomance, Fundamentals, Quotes, Mutual
Funds, Asset Allocations, Tax Implications, ESO and Price update are
all present along with the several custom choice mentioned. Notably,
my actual "holdings" continue to show on the Online Center view under
the "Tools" tab. Any idea as to how to get the "Holdings" choice back
in the "Show:" drop down menue?
The choices (Views) in the Show drop down are not fixed in name or
content. You can change the name and content of any of those choices.
Q2010 does not have a "Holdings" view by default (nor does Q2008), so if
you had one it either came from some previous version, or you created it
(at least, its name). In Q2008 and Q2010, the default for the eighth
choice in the list is "Tax Implications" and the default for the tenth
choice in the list is "Custom1". I have a Holdings choice in Q2008, but
I'm pretty sure it came from an earlier version.

You can create/re-create the Holdings View - assuming you know what its
customizations used to be. And you could re-create it in place of any of
the 18 views ... you aren't limited to modifying the ones that say
"Custom" (I think those "Custom" views are just the ones that Intuit
didn't have any pre-conceived plan for).

There is one place where a very similar display is available that is
called "Holdings": the Overview tab of each investment account. You can
look there to see if that "view" contains the fields you were accustomed
to seeing, and possibly use that as a guide to recreate the Holdings view
in the Portfolio.
Not only do I miss not having that view but suddenly Quicken started
showing me every stock and fund I ever owned in all the views.
A couple of possibilities:
1.) you may have changed the Portfolio option to "Show closed lots"; or
2.) You may have checked the Securities List option to "View hidden
securities".
Plus, you have complete control over which securities appear in each
Portfolio View - on a security-by-security basis ... though each view's
customizations apply only to that view.
I am sure I could use one of the Custom choices to make a Holdings view
but
would it sync with the changes asscoaiated with future purchases and
sales or would those changes have to be entered manually?
I'm not sure what you're asking here, but if you re-create the Holdings
View with the same customizations it had, it will act the same way it did
before.
 
T

Tod

I have Quicken 2010 R10.  

On the Investment page under portfolio view I used to have a choice
that stated "Holdings" under the "Show:" drop down menu. For whatever
reason, that choice is no longer present and instead I have a lot of
"custom" choices (Custom 1, Custom 2, etc.). The choices for Value,
Recent Performance, Historic Perfomance, Fundamentals, Quotes, Mutual
Funds, Asset Allocations, Tax Implications, ESO and Price update are
all present along with the several custom choice mentioned. Notably,
my actual "holdings" continue to show on the Online Center view under
the "Tools" tab. Any idea as to how to get the "Holdings" choice back
in the "Show:" dropdown menue?

Not only do I miss not having that view but suddenly Quicken started
showing me every stock and fund I ever owned in all the views. I am
sure I could use one of the Custom choices to make a Holdings view but
would it sync with the changes asscoaiated with future purchases and
sales or would those changes have to be entered manually?

Any help appreciated.
DP
I wonder if perhaps you aren't confusing the portfolio views with the
views available specific to an account through the account Overview
tabs. Those account specific overviews typically have included a
"Holdings" section that would present information similar to a
portfolio view but with far fewer 'Show' options.
 
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D

Damn Proud 2

John,

Thanks a bunch for your help (as well as the suggestions from the
others).

You were correct in your suggestion "You may have checked the
Securities List option to "View hidden securities". How this 'check'
took place is beyond me as I have not messed with the views for years.
At least it fixed the situation when I recreated the "Holdings" view.
Why the 'holdings' choice disappeared is beyond me as well. At least
I am back to my baseline (such as it is).

DP
 

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