Use the Security Types tab to customize a report

You can control which security types are included in a report or graph by modifying the type of securities selected in the Type list.

  • Select Security Types
    Select the security types you want to include in the report or graph. Including a security type means that the transactions for that type of security will be computed as part of the report or graph.

    To include transactions with no security type assigned, select No Type.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.