Investments (Windows)

Discussion List

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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 25 views 3 comments 1 point Most recent by UKR July 2020
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  0

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  Product Suggestions

  New TBarnes 58 views 4 comments 0 points Most recent by TBarnes July 2020
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  1

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  Product Improvements Required for Quicken for Windows Subscription

  New taylorda1 47 views 5 comments 1 point Most recent by taylorda1 July 2020
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  4

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  Morningstar X-Ray Improvement

  New Langston Holland 51 views 4 comments 4 points Most recent by Chris_QPW July 2020
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  6

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  Can You Customize The Columns on The Account Overview Screen? (7 Legacy Votes)

  New Quicken Community 529 views 9 comments 6 points Most recent by Chris_QPW July 2020
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  7

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  Investment Portfolio View Include ARR for ALL dates

  New eqpu 45 views 1 comment 7 points Most recent by Ajay July 2020
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  2

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  Mutual fund share transfers between accounts

  New HF 56 views 3 comments 2 points Most recent by q_lurker July 2020
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  0

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  Needed improvement in Quicken's link to Brokerage firms

  New cclough0739 25 views 2 comments 0 points Most recent by NotACPA June 2020
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  2

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

  New Mary Ann Edson-Plumb 50 views 3 comments 2 points Most recent by Quicken_Tyka June 2020
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  1

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  Earnings Calendar

  New MangoMan 76 views 5 comments 1 point Most recent by MangoMan June 2020
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  5

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  Allow Add Reminder for Investment Transactions (9 Legacy Votes)

  New markus1957 83 views 7 comments 5 points Most recent by NotACPA June 2020
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  Merged: TAG Investment Transactions

  eqpu 21 views 0 comments 3 points Started by eqpu May 2020
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  Delete Expired Option Trades (12 Legacy Votes)

  New Quicken Community 795 views 41 comments 1 point Most recent by q_lurker May 2020
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  Merged: Provide for Capital Gain Adjustments

  ChicagoGuy 1 view 0 comments 0 points Started by ChicagoGuy March 2020
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  10
  Fix Growth of $10,000 graph so it handles Deposits and Withdrawals correctly

  Implemented Closed Jim_Harman 201 views 4 comments 10 points Most recent by Jim_Harman February 2020
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  5

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  Fix Mutual Fund Conversion so cost basis is correct if holding is set to "Use Average Cost"

  New Jim_Harman 211 views 9 comments 5 points Most recent by Jim_Harman January 2020
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  3

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  Import security prices from CSV file as part of One Step Update

  New user99029 155 views 5 comments 3 points Most recent by q_lurker January 2020
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  9
  Default Lot Identification (22 Legacy Votes)

  Implemented Closed ken jacobs 2.4K views 57 comments 9 points Most recent by Quicken SangeethaS January 2020
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  58

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  Can we finally get real RSU (account and transaction) support?

  Under Consideration Closed joe kane 4.3K views 47 comments 58 points Most recent by cobra1316 January 2020
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  Trade Date

  Closed System 105 views 2 comments 0 points Most recent by q_lurker January 2020
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  10
  Fix display of closed lots in Investing account overview and Portfolio views (3 Merged Votes)

  Implemented Closed Jim_Harman 462 views 14 comments 10 points Most recent by susanh02 November 2019
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  1

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  How can I see more than 32 columns in the Investing view?

  New Gary 42 views 4 comments 1 point Most recent by Quicken_Natalie October 2019
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  Merged: unit share price

  joe6h 11 views 0 comments 0 points Started by joe6h October 2019
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  Merged: Add Thrift Saving Plan (TSP) to list of investment companies

  dr.sulli 1 view 0 comments 0 points Started by dr.sulli October 2019
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  0

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  Widen the definition of Average annual return

  New Don12341 12 views 0 comments 0 points Started by Don12341 October 2019
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  10
  Modify Investment Performance Report So That Fees Can Optionally be Excluded.

  Already Offered Closed Dan Glynhampton 341 views 23 comments 10 points Most recent by markus1957 October 2019
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  Merged: Vanguard Download is Fixed for me.

  Tester3 1 view 0 comments 0 points Started by Tester3 October 2019
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  16

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  precious metals (3 Legacy Votes)

  New Quicken Community 1.5K views 19 comments 16 points Most recent by UKR September 2019
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  1

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  Make market indices visibly different from securities in portfolio views

  New Rocket J Squirrel 24 views 2 comments 1 point Most recent by Rocket J Squirrel August 2019
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  Merged: Fonts in Investment Accounts [edited]

  Evans Dunkin 31 views 0 comments 4 points Started by Evans Dunkin July 2019