How do I use the Securities tab to customize a report?

You can control which securities are included in a report or graph by modifying the securities selected in the Security List.

Select Securities (investment reports only)

Select the securities you want to include in the report or graph.

To include cash in the account value, select No Security.

Show (hidden securities)

Select this check box to include in the Select Securities list all the securities that are hidden in the Quicken Security List. When you do this, Quicken surrounds the name of the securities you've hidden with parentheses and selects them in the Select Securities list. If you don't want a specific hidden security included in report totals, click to clear the check box next to it.

Click to clear this check box to exclude from report totals the securities hidden in the Quicken Security List.