Investments (Windows)

Discussion List

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  Improve Stock Charts

  New PortlandRealist 29 views 1 comment 1 point Most recent by Quicken_Tyka 3:24PM
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  4

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  Add Roth 401K to Paycheck Wizard After-Tax Deduction Section [edited] (7 Legacy Votes)

  New Unknown 190 views 10 comments 4 points Most recent by RBautista September 19
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  Offer Stock Ticker Symbols in brokerage account registers....and more.... (3 Merged Votes)

  New PutterFlutters 149 views 11 comments 4 points Most recent by Quicken_Tyka September 19
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  Migrating Old to New Ticker Symbol Data

  New BBG 147 views 4 comments 0 points Most recent by Quicken_Tyka September 17
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  2

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  Option to add/not add new accounts to custom portfolio

  New targa4s 27 views 3 comments 2 points Most recent by Quicken_Tyka September 17
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  50

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  Improve handling of IRA distributions, QCDs, and Roth conversions

  Under Consideration Jim_Harman 565 views 17 comments 50 points Most recent by UKR September 17
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  22

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  Add Option to Change the Security Detail Graph

  New Closed Gerry Blue 187 views 24 comments 22 points Most recent by Quicken_Tyka September 17
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  Designating a Sweep Fund

  New jadney 32 views 3 comments 0 points Most recent by Jim_Harman September 16
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  6

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  Increase maximum number of securities from 2000 to next level

  New busarch3 53 views 3 comments 6 points Most recent by Robert Ruman September 7
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  Merged: Historical Daily Market Value by Account?

  pblair 40 views 0 comments 1 point Started by pblair September 3
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  5

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  Why doesn't Q calculate Estimated Income?

  New PeterC 66 views 10 comments 5 points Most recent by Jim_Harman August 29
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  1

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  Saving bond calculator

  New Sly1405 17 views 0 comments 1 point Started by Sly1405 August 17
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  Need way to track Life Insurance Asset Value (vs Premiums)

  New RonBask 907 views 11 comments 1 point Most recent by NotACPA August 12
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  2
  Print Portfolio X-Ray

  Planned System 434 views 11 comments 2 points Most recent by Pj August 9
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  13
  Have the Investing Dashboard Top Movers (new in 27.20) show info for last active trading day

  Implemented Closed Snowman 97 views 7 comments 13 points Most recent by Quicken Sarah August 4
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  Edit/Delete the Default Portfolio Views (6 Legacy Votes)

  New USMA74 80 views 8 comments 5 points Most recent by Jim_Harman July 28
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  4

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  Can't we have 4 Lot Identification default choices?

  New JoeG 21 views 1 comment 4 points Most recent by Jim_Harman July 23
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  26
  Font size on the investing registers (4 Merged Votes)

  Planned Bs06151985 310 views 20 comments 26 points Most recent by Rocket J Squirrel July 18
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  Allow to filter by security holding is zero (fully sold) or more than zero (currently held)

  New eqpu 24 views 3 comments 1 point Most recent by UKR July 15
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  Product Suggestions

  New TBarnes 51 views 4 comments 0 points Most recent by TBarnes July 9
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  There should be an option to convert a brokerage account to a Roth IRA (6 Legacy Votes)

  New Unknown 287 views 9 comments 5 points Most recent by Quicken_Natalie July 8
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  Product Improvements Required for Quicken for Windows Subscription

  New taylorda1 43 views 5 comments 0 points Most recent by taylorda1 July 8
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  9

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  Investing Dashboard "Value over Time" bar chart colors

  New Unknown 43 views 6 comments 9 points Most recent by Chris_QPW July 7
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  4

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  Morningstar X-Ray Improvement

  New Langston Holland 46 views 4 comments 4 points Most recent by Chris_QPW July 6
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  Can You Customize The Columns on The Account Overview Screen? (7 Legacy Votes)

  New Unknown 282 views 9 comments 6 points Most recent by Chris_QPW July 6
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  Morningstar ratings, return, and risk

  New q_lurker 43 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 45 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 51 views 3 comments 2 points Most recent by q_lurker July 3
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  Switching an Account Type to Roth IRA

  New Just Me and Not Someone Else 239 views 9 comments 16 points Most recent by Jim_Harman July 2
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  Quicken 2018 Investment Register

  New Mike Sabot 382 views 33 comments 12 points Most recent by Chris_QPW June 30