Investments (Windows)

Discussion List

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  45

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  Improve handling of IRA distributions, QCDs, and Roth conversions

  Under Consideration Jim_Harman 448 views 14 comments 45 points Most recent by Paresh Buch July 9
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  0

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  Product Suggestions

  New TBarnes 44 views 4 comments 0 points Most recent by TBarnes July 9
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  Add the Ability to Categorize the Amounts entered as Commissions

  New 22 views 3 comments 0 points Most recent by Quicken_Tyka July 9
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  3

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  There should be an option to convert a brokerage account to a Roth IRA (6 Legacy Votes)

  New 231 views 9 comments 3 points Most recent by Quicken_Natalie July 8
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  Add a "Tax Efficient Loss Harvester" lot assigment option (4 Legacy Votes)

  New 140 views 4 comments 0 points Most recent by Quicken_Natalie July 8
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  Product Improvements Required for Quicken for Windows Subscription

  New taylorda1 46 views 5 comments 0 points Most recent by taylorda1 July 8
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  5

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  Investing Dashboard "Value over Time" bar chart colors

  New 32 views 6 comments 5 points Most recent by Chris_QPW July 7
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  4

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  Morningstar X-Ray Improvement

  New Langston Holland 49 views 4 comments 4 points Most recent by Chris_QPW July 6
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  5

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  Can You Customize The Columns on The Account Overview Screen?

  New 249 views 9 comments 5 points Most recent by Chris_QPW July 6
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  6

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  Morningstar ratings, return, and risk

  New q_lurker 34 views 2 comments 6 points Most recent by Rocket J Squirrel July 6
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  6

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  Investment Portfolio View Include ARR for ALL dates

  New eqpu 39 views 1 comment 6 points Most recent by Ajay July 6
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  2

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  Mutual fund share transfers between accounts

  New HF 50 views 3 comments 2 points Most recent by q_lurker July 3
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  14

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  Switching an Account Type to Roth IRA

  New Just Me and Not Someone Else 209 views 9 comments 14 points Most recent by Jim_Harman July 2
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  11

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  Quicken 2018 Investment Register

  New Mike Sabot 352 views 33 comments 11 points Most recent by Chris_QPW June 30
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  Font size on the investing registers (4 Merged Votes)

  Under Consideration Bs06151985 246 views 17 comments 25 points Most recent by Robert Mackenzie June 30
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  2
  Print Portfolio X-Ray

  Planned System 371 views 9 comments 2 points Most recent by Ajay June 30
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  10

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  Have the Investing Dashboard Top Movers (new in 27.20) show info for last active trading day

  New Snowman 54 views 5 comments 10 points Most recent by Chris_QPW June 28
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  8

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  How do I stop Q from automatically adding new investments to a "watchlist"?

  New simsiccr 161 views 13 comments 8 points Most recent by Bill Thomas June 26
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  Needed improvement in Quicken's link to Brokerage firms

  New cclough0739 23 views 2 comments 0 points Most recent by NotACPA June 20
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  1

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  Automatic quote update occurs even when the markets aren't open.

  New Mary Ann Edson-Plumb 36 views 3 comments 1 point Most recent by Quicken_Tyka June 20
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  1

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  Earnings Calendar

  New MangoMan 40 views 5 comments 1 point Most recent by MangoMan June 19
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  5

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  Allow Add Reminder for Investment Transactions (9 Legacy Votes)

  New markus1957 70 views 7 comments 5 points Most recent by NotACPA June 10
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  1

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  Mutual Fund Beta

  New rxmarton 11 views 0 comments 1 point Started by rxmarton May 21
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  Correcting Stock Cost Basis for Long Held Shares

  New Bruce_AT 52 views 7 comments 0 points Most recent by Ron n Round Rock May 12
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  8

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  Tag on Investment account cash transactions (12 Legacy Votes)

  New AMYG 268 views 33 comments 8 points Most recent by eqpu May 11
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  0

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  graph X axis text should be angle automatically so all text is shown

  New kh57smth 14 views 0 comments 0 points Started by kh57smth May 10
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  1

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  Sorting on ARR and Other fields in Saved Investment Reports

  New eqpu 14 views 0 comments 1 point Started by eqpu May 10
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  1

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  Absolute Gain/Loss ROI in Saved Investment Reports in addition to Annualized Rate of Return

  New eqpu 17 views 0 comments 1 point Started by eqpu May 10
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  1

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  Allow to filter by security holding is zero (fully sold) or more than zero (currently held)

  New eqpu 14 views 0 comments 1 point Started by eqpu May 10
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  Merged: TAG Investment Transactions

  eqpu 21 views 0 comments 3 points Started by eqpu May 10