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Investments (Windows)

1

Up

Suggestion -- Use a quote provider which provides corporate bond prices by CUSIP ID

Reviewed gaheld57 39 views 3 comments 1 point Most recent by MichiganAl September 25
214

Improve handling of IRA distributions, including QCDs and Roth conversions

Planned Jim_Harman 4.2K views 90 comments 214 points Most recent by Boatnmaniac September 23
1

Up

Portfolio Report Selection Criteria

Reviewed Alan Wittenberg 18 views 1 comment 1 point Most recent by Jim_Harman September 23
1

Up

Show Number of shares held and last transaction date

Reviewed Paul Freedman 25 views 3 comments 1 point Most recent by UKR September 18
1

Up

Suggestion: Ability to compare security to an index in security detail view

Reviewed DManowitz 21 views 2 comments 1 point Most recent by Jim_Harman September 13
1

Up

Suggestion: Have security detail chart show detail as mouse moves

Reviewed DManowitz 11 views 2 comments 1 point Most recent by q_lurker September 13
46

Up

Calculate Estimated Income (8 merged votes)

Under Consideration PeterC 898 views 30 comments 46 points Most recent by Jim in Colorado September 11
6

Up

Stock Donation transaction code

Reviewed ewoldde9 62 views 10 comments 6 points Most recent by q_lurker September 8
26

Up

Offer Stock Ticker Symbols in brokerage account registers....and more.... (5 Merged Votes)

Reviewed PutterFlutters 603 views 22 comments 26 points Most recent by Jim_Harman September 4
23

Up

RSU Accounts

Reviewed RBLeggett12 181 views 6 comments 23 points Most recent by Jim_Harman August 30
1

Up

Security Symbols

Reviewed bodiemtn 12 views 1 comment 1 point Most recent by Jim_Harman August 30
42

Up

Get quicken Canada to support NEO exchange (+6 Merged Votes) [edited]

Under Consideration Gilles9 731 views 38 comments 42 points Most recent by Quicken Jasmine August 28
19

Restore previous investment register sort order

Planned Rocket J Squirrel 381 views 21 comments 19 points Most recent by q_lurker August 28
4

Up

Freeze (preserve) headers when scrolling in "Holdings" view

Reviewed J92130 45 views 4 comments 4 points Most recent by Rocket J Squirrel August 27
1

Up

Investment Portfolio download; add Browse button that defaults to last used path [Edited]

Reviewed steveweaver48 24 views 3 comments 1 point Most recent by q_lurker August 26
63

Up

Add Option to Change the Y-axis origin on graphs (+2 Merged Votes)

Under Consideration Gerry Blue 1.1K views 46 comments 63 points Most recent by Gerry Blue August 22
10

When adding a new Security make "Add to Watch List" optional Preference [edited]

Implemented UKR 222 views 9 comments 10 points Most recent by Tina Barber August 21
11

Up

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

Reviewed Quicken Community 855 views 10 comments 11 points Most recent by SeaStar August 17
5

Up

Provide a report to simplify tax loss harvesting

Reviewed Rocket J Squirrel 23 views 0 comments 5 points Started by Rocket J Squirrel August 17
55

Up

precious metals (3 Legacy Votes)

Under Consideration Quicken Community 2.5K views 25 comments 55 points Most recent by Quicken Jasmine August 17
1

Up

Portfolio Value Report: Allow selection of Linked Cash Accounts

Reviewed SirDodo 11 views 0 comments 1 point Started by SirDodo August 16
16

Up

Increase maximum number of securities from 2000 to next level

Reviewed busarch3 213 views 4 comments 16 points Most recent by Doug Giannotti August 15
1

Up

merger registers, archive transactions into 1 file vs multiple, make cost basis report sortable

Reviewed questionsforever 21 views 1 comment 1 point Most recent by UserDavidC August 8
17

Up

Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

Reviewed JoeG 332 views 18 comments 17 points Most recent by lpreinhold July 30
Fidelity NetBenefits 401k account just disappeared as of today (Windows)

Closed System 125 views 6 comments 0 points Most recent by xxangie711 July 27
2

Up

Asset Class Cash portion

Active Rob Ritenour 62 views 5 comments 2 points Most recent by Jim_Harman July 21
13

Up

Daily Interval Graph for Net Worth and Portfolio

Reviewed System 405 views 12 comments 13 points Most recent by Quicken Anja July 21
1

Up

Correctly report distributions from Investment Partnerships

Reviewed stonecliff 36 views 1 comment 1 point Most recent by ewoldde9 July 18
1

Up

Bulk Delete Securities Option

Active jklein1 61 views 5 comments 1 point Most recent by q_lurker July 17
1

Up

Investment Page Calendar Feature Request

Active David Shuman 41 views 5 comments 1 point Most recent by David Shuman July 11

Categories

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