Investments

Discussion List

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  42
  Please add ETF (and other customizability) to security/asset types (78 Legacy Votes)

  Implemented Quicken Community 2.5K views 42 comments 42 points Most recent by Quicken Kristina November 2
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  11

  Up
  Allow customization of Portfolio holdings with user-defined groups of securities

  Reviewed jacobs 216 views 12 comments 11 points Most recent by jacobs October 26
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  28

  Up
  Portfolio view income suggestion - Add Dividend, Interest, and Yield columns (Q Mac)

  Reviewed Mike Kozlow 520 views 14 comments 28 points Most recent by MauryJ October 20
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  1

  Up
  CSV Investment Import for Mac Classic

  Reviewed Patrick Flaherty 57 views 1 comment 1 point Most recent by Chris_QPW October 20
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  53

  Up
  Add values of hidden investment accounts to investment graphs (11 Legacy Votes)

  Under Consideration Snoopy FC 1.5K views 68 comments 53 points Most recent by Quicken Alyssa October 15
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  3

  Up
  Add ability to mark any security as cash for an account

  Reviewed prbsparx 37 views 0 comments 3 points Started by prbsparx October 14
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  3

  Up
  Cost basis line on Portfolio chart

  Reviewed SarahR 37 views 0 comments 3 points Started by SarahR October 12
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  189

  Up
  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 7.5K views 129 comments 189 points Most recent by FranklinFarr October 4
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  2

  Up
  Cash Management Accounts (CMA) tracking on Quicken for Mac

  Reviewed bmoore@ 58 views 1 comment 2 points Most recent by KBG September 24
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  34

  Up
  X-ray View of Investment Portfolio for Q Mac (3 Merged Votes)

  Under Consideration bd1223 639 views 11 comments 34 points Most recent by jacobs September 22
• 
  165
  Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

  Planned M C Crockett 6.9K views 104 comments 165 points Most recent by azbiker57 September 18
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  1

  Up
  Add a setting to make "Data as of" default to today

  Reviewed Adam 65 views 2 comments 1 point Most recent by Adam September 15
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  1

  Up
  QMAC Add a securities watchlist widget on Home Tab

  Reviewed MrLoverLover 96 views 3 comments 1 point Most recent by jacobs September 12
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  3

  Up
  Add Maturity Date as a Column Choice in Portfolio View

  Reviewed Scalpel1 167 views 6 comments 3 points Most recent by Scalpel1 August 26
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  5

  Up
  Total portfolio performance in Quicken for Mac

  Reviewed CVM 143 views 3 comments 5 points Most recent by MontanaKarl August 24
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  2

  Up
  Capital Gains Calculations for Canadians in QMAC

  Reviewed Stephen Fisher 125 views 5 comments 2 points Most recent by jacobs August 19
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  3

  Up
  Allow users to resolve placeholder positions in Simple Tracking investment accounts

  Reviewed mpara28 255 views 8 comments 3 points Most recent by Quicken Laura August 12
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  91

  Up
  Add ability to customize the asset class menu (37 Legacy Votes)

  Active Quicken Community 4.9K views 116 comments 91 points Most recent by Stephen Fisher August 11
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  1

  Up
  Security Detail View - Include Total value

  Reviewed ADS 31 views 0 comments 1 point Started by ADS August 6
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  5

  Up
  Allow "Simple" "Investment Tracking Method" for offline accounts

  Reviewed RPSMG 300 views 12 comments 5 points Most recent by Chris_QPW August 5
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  1

  Up
  Please support specifying CUSIP identifiers for CT Trusts.

  Reviewed cm_skier 26 views 0 comments 1 point Started by cm_skier August 5
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  11

  Up
  Improve the Capital Gains Estimator: price reset; manual price more distinctive

  Reviewed MontanaKarl 132 views 3 comments 11 points Most recent by jacobs July 27
• 
  34
  reconcile using share balance instead of cash value in mac version (4 Legacy Votes)

  Planned kashyapa 1.6K views 44 comments 34 points Most recent by Quicken Laura July 23
• 
  76
  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Planned ozarkcanoer 2.5K views 55 comments 76 points Most recent by MontanaKarl July 22
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  Merged: Portfolio Default View by Account

  Closed india just 20 views 0 comments 2 points Started by india just July 15
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  2

  Up
  Dynamic Stock Quotes from sources other than Quicken Quotes

  Reviewed dipe_c 46 views 0 comments 2 points Started by dipe_c July 13
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  10

  Up
  Spot Prices for Gold & Silver

  Reviewed rbw111 913 views 30 comments 10 points Most recent by rbw111 July 9
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  1

  Up
  Feature Request: Add the Windows "Update 401(k) Balance" Wizard to Quicken Classic for Mac

  Reviewed occasionalshopper 61 views 1 comment 1 point Most recent by occasionalshopper June 27
• 
  157
  Asset Allocation Reports for Quicken Mac (as on Quicken 2007/Windows) (14 merged votes)

  Planned Quicken Community 3.1K views 52 comments 157 points Most recent by Quicken Anja June 26
• 
  57
  Lack of yield column (15 Legacy Votes)

  Planned Quicken Community 732 views 31 comments 57 points Most recent by Quicken Anja June 26