Investments (Mac)

Discussion List

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  Add Security Name or Symbol as a selection in reports

  New rl4265 22 views 3 comments 1 point Most recent by jacobs 8:02AM
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  37

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  Asset Allocation Reports for Quicken Mac (as on Quicken 2007/Windows) (12 merged votes)

  Under Consideration Quicken Community 757 views 28 comments 37 points Most recent by SGBond January 18
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  Could dividend information be added to the Investment Performance report as optional columns?

  New gabes 20 views 1 comment 1 point Most recent by Quicken_Tyka January 16
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  15

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  ESOP Tracking In the Mac Version (2 Merged Votes)

  New BStrobel18 120 views 11 comments 15 points Most recent by jacobs January 12
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  5

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  Support for International Stock symbols

  New talkinghead250 31 views 2 comments 5 points Most recent by Chris_QPW January 12
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  4

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  Add Investment Goals back for securities and allow Investment Reports to group by Investment Goal.

  New Wendy Schrandt 33 views 2 comments 4 points Most recent by rcelio January 11
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  1

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  Cost basis line in portfolio performance

  New sstauffer 16 views 0 comments 1 point Started by sstauffer January 9
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  48

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  Add ability to manually update security quotes/prices in portfolio window (97 Legacy Votes)

  Under Consideration Snoopy FC 395 views 28 comments 48 points Most recent by RalphS January 8
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  In newest updates Q stops us form using negative numbers for interest or dividends (5 merged votes)

  New Stephen Fisher 147 views 23 comments 1 point Most recent by CL January 5
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  Need 8 significant digits for Crypto

  Under Consideration crober1 67 views 2 comments 5 points Most recent by beachphool January 5
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  account cost basis setting

  New edmondoffermann 31 views 3 comments 0 points Most recent by jacobs January 1
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  Feature Request: Add additional subcategories to stock sales to include taxes and fees

  New Matrix145 28 views 2 comments 0 points Most recent by Quicken Anja December 2020
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  3

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  52-Week High/Low in portfolio view

  New Randy Chevrier 21 views 2 comments 3 points Most recent by jacobs December 2020
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  5

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  Set up a Watch List for stocks and indexes in Quicken for MAC 2017+ (5 Legacy Votes)

  New Quicken Community 89 views 14 comments 5 points Most recent by galederosa December 2020
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  12

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

  Under Consideration Quicken Community 882 views 39 comments 12 points Most recent by System December 2020
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  33

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  Add ability to customize the asset class menu (36 Legacy Votes)

  Under Consideration Quicken Community 1.1K views 62 comments 33 points Most recent by vahe guzelimian December 2020
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  19

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  Investment Performance Report for Quicken MAC? (36 merged votes)

  Under Consideration lp1756 1.1K views 26 comments 19 points Most recent by RalphS December 2020
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  Add Advisor Client (TD Ameritrade)

  New DCoffey3 351 views 4 comments 0 points Most recent by Dkwong1010 November 2020
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  Remove exclamation point next to Net Worth when all hidden accounts are marked as Closed.

  New RCinNJ 18 views 0 comments 1 point Started by RCinNJ November 2020
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  2

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  Simple portfolio tracking

  New george.toh 136 views 3 comments 2 points Most recent by Chris_QPW November 2020
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  7

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  Portfolio view income suggestion (Q Mac)

  New Mike Kozlow 38 views 2 comments 7 points Most recent by Robert87 November 2020
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  7

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

  New Snoopy FC 49 views 13 comments 7 points Most recent by Patrick Flaherty November 2020
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  0
  Add Holdings by Account to Investing overview (18 Legacy Votes)

  Implemented sonorelli 62 views 7 comments 0 points Most recent by jacobs November 2020
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  7

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  Mutual fund share conversion for Mac

  New Geoff Green 47 views 1 comment 7 points Most recent by billeye10 October 2020
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  1

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  Investment Fee Category

  New Chris Anderson 41 views 3 comments 1 point Most recent by RickO October 2020
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  19

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  Dividend Yield in Portfolio View

  New Randy Chevrier 187 views 5 comments 19 points Most recent by Tom Hughes October 2020
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  Investment register entry date - should act like other registers

  New Tom Hughes 12 views 0 comments 0 points Started by Tom Hughes October 2020
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  3

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  Reports Need to Show Taxable vs Non-Taxable Investment Returns

  New Steve29 151 views 15 comments 3 points Most recent by Leslie Jones October 2020
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  Daily Price Changes display a green 0 when no price change has occurred

  New William Day 3 views 0 comments 0 points Started by William Day September 2020
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  Make URL of “security overview” link go to a premier web page

  New Randy Chevrier 25 views 2 comments 3 points Most recent by Randy Chevrier September 2020