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Investments (Windows)

214

Improve handling of IRA distributions, including QCDs and Roth conversions

Planned Jim_Harman 4.1K views 90 comments 214 points Most recent by Boatnmaniac September 23
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
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
46

Up

Calculate Estimated Income (8 merged votes)

Under Consideration PeterC 894 views 30 comments 46 points Most recent by Jim in Colorado September 11
42

Up

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

Under Consideration Gilles9 726 views 38 comments 42 points Most recent by Quicken Jasmine August 28
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
19

Restore previous investment register sort order

Planned Rocket J Squirrel 381 views 21 comments 19 points Most recent by q_lurker August 28
17

Up

Support for price update for Canadian Depositary Receipts

Reviewed rogerhlho 181 views 9 comments 17 points Most recent by jrmc April 2
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
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
16

Up

Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

Reviewed f0445780 708 views 14 comments 16 points Most recent by RA_ January 25
15

Up

Edit/Delete the Default Portfolio Views (6 Legacy Votes)

Reviewed USMA74 421 views 15 comments 15 points Most recent by bobbakerarizona June 8
14

Up

Add number of shares to Security List

Reviewed Rocket J Squirrel 71 views 7 comments 14 points Most recent by Paul Freedman February 12
13

Up

Investing Dashboard - yesterday

Reviewed Greg Lampe 81 views 6 comments 13 points Most recent by UKR May 20
13

Up

Morningstar ratings, return, and risk (8 merged votes)

Reviewed q_lurker 322 views 7 comments 13 points Most recent by Rocket J Squirrel March 2022
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
12

Up

Enable Ctrl+Home and Ctrl+End in investment registers

Reviewed Rocket J Squirrel 41 views 5 comments 12 points Most recent by SeaStar November 2022
12

Up

Include Custom Assets When Rebalancing Portfolio

New elubat 442 views 23 comments 12 points Most recent by Ellary Kahan July 7
12

Up

Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

Reviewed RonBask 3.4K views 22 comments 12 points Most recent by R Hudd May 18
11

Up

Quicken Canada - Ability to Convert Downloaded Foreign Security Prices to Domestic Currency

Reviewed gj0608 373 views 8 comments 11 points Most recent by gj0608 May 2021
11

Up

The Portfolio Morningstar X-ray does not include any of my savings accounts or CDs.

New PeggySproul 551 views 6 comments 11 points Most recent by PeggySproul October 2020
11

Up

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

Reviewed Quicken Community 852 views 10 comments 11 points Most recent by SeaStar August 17
10

Fix Growth of $10,000 graph so it handles Deposits and Withdrawals correctly

Implemented Closed Jim_Harman 231 views 4 comments 10 points Most recent by Jim_Harman February 2020
10

Fix display of closed lots in Investing account overview and Portfolio views (3 Merged Votes)

Implemented Closed Jim_Harman 501 views 14 comments 10 points Most recent by susanh02 November 2019
10

Modify Investment Performance Report So That Fees Can Optionally be Excluded.

Already Offered Closed Dan Glynhampton 433 views 23 comments 10 points Most recent by markus1957 October 2019
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
10

Up

Allow Add Reminder for Investment Transactions (9 Legacy Votes)

Reviewed markus1957 182 views 10 comments 10 points Most recent by Dutch3 July 2022
9

Default Lot Identification (22 Legacy Votes)

Implemented Closed ken jacobs 3K views 57 comments 9 points Most recent by Quicken SangeethaS January 2020
8

Up

Remember last security during investment entry (4 merged votes)

New Temp2311 41 views 10 comments 8 points Most recent by Temp2311 August 2021

Categories

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