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You can customize many aspects of the Quicken investment transaction lists to suit your own way of working.

Any changes made in the Investment Transaction List Preferences window will apply to all of your investment accounts. These settings change only the way your data is displayed (not the actual data).

Change the name that appears at the top of the transaction list

Show transactions on one or two lines

Change the sort order of transactions in the transaction list

Adjust the width of the transaction list columns

Show any hidden transactions

  • Show the Attach button
  • Automatically update quotes every 15 minutes