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Discussion List
7
Up
Morningstar ratings, return, and risk
New
q_lurker
89
views
4
comments
7
points
Most recent by
vitreous
January 20
2
Up
Securities Reconcile Shares in Investment Account
New
Terry S
41
views
1
comment
2
points
Most recent by
Quicken Anja
January 19
83
Up
Improve handling of IRA distributions, QCDs, and Roth conversions
Under Consideration
Jim_Harman
938
views
20
comments
83
points
Most recent by
andyc3
January 17
Update my 401K Holdings
Shenmeqi
24
views
1
comment
0
points
Most recent by
Quicken Francisco
January 4
9
Up
Offer Stock Ticker Symbols in brokerage account registers....and more.... (5 Merged Votes)
New
PutterFlutters
249
views
16
comments
9
points
Most recent by
Jim_Harman
January 4
2
Print Portfolio X-Ray
Planned
System
536
views
14
comments
2
points
Most recent by
Bradster63
December 2020
4
Up
Affects investment performance behavior change
New
q_lurker
42
views
8
comments
4
points
Most recent by
q_lurker
December 2020
0
Up
Mismatched securities in account
New
tsmith208
29
views
2
comments
0
points
Most recent by
wxman68
December 2020
0
Up
Attachments to Securities
New
Fred8
13
views
0
comments
0
points
Started by
Fred8
December 2020
8
Up
Show Morningstar ratings for ETF Investment Type
New
deranger2
37
views
1
comment
8
points
Most recent by
Mick
December 2020
6
Up
One Step Update for non-US and non-Canadian securities
New
sslucas88
67
views
6
comments
6
points
Most recent by
twoaussie
December 2020
1
Up
Provide Income Yield column in Portfolio
New
leishirsute
32
views
8
comments
1
point
Most recent by
leishirsute
December 2020
3
Up
Default for "Specify Lots"
New
Bahamas811
23
views
2
comments
3
points
Most recent by
Bahamas811
December 2020
1
Up
In Security details add Analysis ratin g and Price
New
BMJ
12
views
0
comments
1
point
Started by
BMJ
December 2020
0
Up
Add Apex Clearing and/or United Income to sync
New
Mark Porter
25
views
0
comments
0
points
Started by
Mark Porter
December 2020
Wabtec Corp
System
5
views
2
comments
0
points
Most recent by
Greg_the_Geek
November 2020
5
Up
Add Investment "Type" to Customize Current View in the Investing Portfolio Views
New
byerskm
35
views
3
comments
5
points
Most recent by
Richard Kent
November 2020
8
Need More Investment Asset Classes! (1 Merged)
Implemented
Quicken Community
93
views
9
comments
8
points
Most recent by
Jim_Harman
November 2020
1
Up
Added account selections to portfolio view
New
Lee Wing
40
views
2
comments
1
point
Most recent by
Rocket J Squirrel
November 2020
1
Up
Home(s) should be included as investments and part of Asset Allocation
New
Joseph Arden
64
views
7
comments
1
point
Most recent by
Jim_Harman
November 2020
5
Up
Can't we have 4 Lot Identification default choices?
New
JoeG
43
views
3
comments
5
points
Most recent by
NotACPA
November 2020
Merged: merging
System
1
view
0
comments
0
points
Started by
System
November 2020
5
Up
Need way to track Life Insurance Asset Value (vs Premiums)
New
RonBask
1.6K
views
12
comments
5
points
Most recent by
jnprop
October 2020
0
Up
Option to include International Market Indexes and International Security Lists
New
ray_marrayts
2
views
0
comments
0
points
Started by
ray_marrayts
October 2020
8
Up
The Portfolio Morningstar X-ray does not include any of my savings accounts or CDs.
New
PeggySproul
219
views
6
comments
8
points
Most recent by
PeggySproul
October 2020
4
Up
Is there any way to format the watchlist on the homescreen?
New
Artie001
34
views
6
comments
4
points
Most recent by
asherfamily1
October 2020
7
security detail view - display share price
Implemented
rich
261
views
19
comments
7
points
Most recent by
Rocket J Squirrel
September 2020
5
Up
Add Roth 401K to Paycheck Wizard After-Tax Deduction Section [edited] (7 Legacy Votes)
New
Quicken Community
231
views
10
comments
5
points
Most recent by
RBautista
September 2020
29
Up
Add Option to Change the Security Detail Graph
New
Closed
Gerry Blue
265
views
23
comments
29
points
Most recent by
Quicken_Tyka
September 2020
0
Up
Designating a Sweep Fund
New
jadney
41
views
3
comments
0
points
Most recent by
Jim_Harman
September 2020
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