Investments (Mac)

Discussion List

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  13

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  Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

  New M C Crockett 347 views 15 comments 13 points Most recent by Concordman June 28
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  2

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  Add ability to revinvest dividends, interests, and capital gains in one window instead of requiring

  New 13 views 5 comments 2 points Most recent by smayer97 June 27
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  2

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

  New Wendy Schrandt 16 views 2 comments 2 points Most recent by Quicken_Tyka June 27
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  0

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  Add Advisor Client (TD Ameritrade)

  New DCoffey3 53 views 3 comments 0 points Most recent by John Hale June 23
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  4
  Portfolio report for Q Mac (119 Legacy Votes)

  Implemented Closed 392 views 37 comments 4 points Most recent by smayer97 June 8
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  1

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  Update prices for non-US listed securities and bonds (2 Legacy Votes)

  New System 51 views 6 comments 1 point Most recent by erickton June 6
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  1

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  Portfolio Rebalancer Window - Quicken for Mac

  New ricvieira 16 views 0 comments 1 point Started by ricvieira June 2
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  33

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

  Under Consideration 839 views 40 comments 33 points Most recent by DavidG May 28
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  2

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  Add Subcategories (with totals for each subcategory) for Retirement accounts

  New RIck 15 views 0 comments 2 points Started by RIck May 24
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  1

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  Need 8 significant digits for Crypto

  New crober1 36 views 1 comment 1 point Most recent by Bishop2 May 24
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  How to enter an Add Shares transaction as a deposit

  Closed System 14 views 2 comments 0 points Most recent by NotACPA May 21
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  Merged: Please Add Better Investment Reports

  Steve29 51 views 0 comments 4 points Started by Steve29 May 19
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  1

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

  Under Consideration lp1756 545 views 23 comments 1 point Most recent by Tom Tolles May 19
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  5

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  How do I generate a capital gains report for my stock transactions (Q Mac)

  New Robert87 175 views 12 comments 5 points Most recent by Tom Tolles May 17
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  3

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  Quicken for Mac should allow user defined groupings of securities into investment types

  New 24 views 8 comments 3 points Most recent by Bosco May 16
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  0

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  Negative value for broker transactions - unable to create negative value

  New rexarus 36 views 1 comment 0 points Most recent by Quicken_Tyka May 14
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  8

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  ESOP Tracking In the Mac Version (2 Merged Votes)

  New BStrobel18 78 views 9 comments 8 points Most recent by ankitmerchant May 9
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  2

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  Portfolio view income suggestion (Q Mac)

  New Mike Kozlow 26 views 1 comment 2 points Most recent by UKR May 2
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  1

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  In newest updates Q stops us form using negative numbers for interest or dividends (5 merged votes)

  New Stephen Fisher 96 views 22 comments 1 point Most recent by JayDC April 29
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  17

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  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Under Consideration smayer97 641 views 33 comments 17 points Most recent by timhinz April 19
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  Merged: Add the ability to add a linked checking to an investment account (edited)

  timhinz 21 views 0 comments 0 points Started by timhinz April 19
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  1

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  Request to add CommonBond to Quicken support

  New skalsco1025 29 views 2 comments 1 point Most recent by NotACPA April 14
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  8

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  Select securities to graph from investment accounts

  New jschaffe 38 views 4 comments 8 points Most recent by jschaffe April 11
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  7

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  Please add ETF (and other customizability) to security/asset types (77 Legacy Votes)

  Under Consideration 633 views 34 comments 7 points Most recent by Quicken_Tyka April 11
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  4

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  New investment transactions aren't triggering a price history entry

  New Scott Rose 57 views 2 comments 4 points Most recent by jacobs April 7
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  0

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  We need a category for Investment Fees and Commissions

  New System 22 views 1 comment 0 points Most recent by IcePylon April 3
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  2

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  Add the ability to run a comparison report of dividends by payee (security) by year

  New gabes 61 views 3 comments 2 points Most recent by Quicken Anja March 28
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  23

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  Add ability to customize the asset class menu (30 Legacy Votes)

  Under Consideration 832 views 50 comments 23 points Most recent by jacobs March 25
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  6

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  Add "Amount Invested" Column to Portfolio View

  New Steve29 32 views 1 comment 6 points Most recent by Joe Desch March 24
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  Investment "Transaction" entry option

  plahrdgolf 11 views 1 comment 0 points Most recent by jacobs March 23