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Quicken for Windows
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Investments (Windows)
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Discussion List
2
Print Portfolio X-Ray
Planned
System
386
views
10
comments
2
points
Most recent by
Martin Brook
July 25
3
Up
Can't we have 4 Lot Identification default choices?
New
JoeG
21
views
1
comment
3
points
Most recent by
Jim_Harman
July 23
11
Up
Have the Investing Dashboard Top Movers (new in 27.20) show info for last active trading day
New
Snowman
67
views
6
comments
11
points
Most recent by
Quicken Sarah
July 23
1
Up
Need way to track Life Insurance Asset Value (vs Premiums)
New
RonBask
676
views
9
comments
1
point
Most recent by
Rocket J Squirrel
July 18
26
Up
Font size on the investing registers (4 Merged Votes)
Under Consideration
Bs06151985
268
views
20
comments
26
points
Most recent by
Rocket J Squirrel
July 18
3
Up
Edit/Delete the Default Portfolio Views (6 Legacy Votes)
New
USMA74
63
views
7
comments
3
points
Most recent by
Quicken_Natalie
July 15
2
Up
Why doesn't Q calculate Estimated Income?
New
PeterC
51
views
8
comments
2
points
Most recent by
q_lurker
July 15
1
Up
Allow to filter by security holding is zero (fully sold) or more than zero (currently held)
New
eqpu
26
views
3
comments
1
point
Most recent by
UKR
July 15
45
Up
Improve handling of IRA distributions, QCDs, and Roth conversions
Under Consideration
Jim_Harman
456
views
14
comments
45
points
Most recent by
Paresh Buch
July 9
0
Up
Product Suggestions
New
TBarnes
52
views
4
comments
0
points
Most recent by
TBarnes
July 9
4
Up
There should be an option to convert a brokerage account to a Roth IRA (6 Legacy Votes)
New
Unknown
248
views
9
comments
4
points
Most recent by
Quicken_Natalie
July 8
0
Up
Product Improvements Required for Quicken for Windows Subscription
New
taylorda1
49
views
5
comments
0
points
Most recent by
taylorda1
July 8
7
Up
Investing Dashboard "Value over Time" bar chart colors
New
Unknown
37
views
6
comments
7
points
Most recent by
Chris_QPW
July 7
4
Up
Morningstar X-Ray Improvement
New
Langston Holland
49
views
4
comments
4
points
Most recent by
Chris_QPW
July 6
5
Up
Can You Customize The Columns on The Account Overview Screen? (7 Legacy Votes)
New
Unknown
259
views
9
comments
5
points
Most recent by
Chris_QPW
July 6
6
Up
Morningstar ratings, return, and risk
New
q_lurker
37
views
2
comments
6
points
Most recent by
Rocket J Squirrel
July 6
6
Up
Investment Portfolio View Include ARR for ALL dates
New
eqpu
41
views
1
comment
6
points
Most recent by
Ajay
July 6
2
Up
Mutual fund share transfers between accounts
New
HF
53
views
3
comments
2
points
Most recent by
q_lurker
July 3
14
Up
Switching an Account Type to Roth IRA
New
Just Me and Not Someone Else
218
views
9
comments
14
points
Most recent by
Jim_Harman
July 2
11
Up
Quicken 2018 Investment Register
New
Mike Sabot
359
views
33
comments
11
points
Most recent by
Chris_QPW
June 30
8
Up
How do I stop Q from automatically adding new investments to a "watchlist"?
New
simsiccr
169
views
13
comments
8
points
Most recent by
Bill Thomas
June 26
0
Up
Needed improvement in Quicken's link to Brokerage firms
New
cclough0739
24
views
2
comments
0
points
Most recent by
NotACPA
June 20
1
Up
Automatic quote update occurs even when the markets aren't open.
New
Mary Ann Edson-Plumb
37
views
3
comments
1
point
Most recent by
Quicken_Tyka
June 20
1
Up
Earnings Calendar
New
MangoMan
42
views
5
comments
1
point
Most recent by
MangoMan
June 19
5
Up
Allow Add Reminder for Investment Transactions (9 Legacy Votes)
New
markus1957
71
views
7
comments
5
points
Most recent by
NotACPA
June 10
1
Up
Mutual Fund Beta
New
rxmarton
13
views
0
comments
1
point
Started by
rxmarton
May 21
0
Up
Correcting Stock Cost Basis for Long Held Shares
New
Bruce_AT
54
views
7
comments
0
points
Most recent by
Ron n Round Rock
May 12
8
Up
Tag on Investment account cash transactions (12 Legacy Votes)
New
AMYG
284
views
33
comments
8
points
Most recent by
eqpu
May 11
0
Up
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
1
Up
Sorting on ARR and Other fields in Saved Investment Reports
New
eqpu
16
views
0
comments
1
point
Started by
eqpu
May 10
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