Investments (Windows)

Discussion List

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  98

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  Improve handling of IRA distributions, QCDs, and Roth conversions

  Under Consideration Jim_Harman 1.2K views 22 comments 98 points Most recent by Tom Scott April 5
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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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  32

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  Add Option to Change the Security Detail Graph

  New Closed Gerry Blue 368 views 23 comments 32 points Most recent by Quicken_Tyka September 2020
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  21

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  Switching an Account Type to Roth IRA

  New Just Me and Not Someone Else 481 views 14 comments 21 points Most recent by Jim_Harman May 4
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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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  15

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  How do I stop Q from automatically adding new investments to a "watchlist"?

  New simsiccr 271 views 14 comments 15 points Most recent by jmaino March 9
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  14

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

  New PutterFlutters 385 views 16 comments 14 points Most recent by Jim_Harman January 4
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  13

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  Quicken 2018 Investment Register

  New Mike Sabot 475 views 35 comments 13 points Most recent by Chris_QPW January 30
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  12

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  Increase maximum number of securities from 2000 to next level

  New busarch3 120 views 3 comments 12 points Most recent by Robert Ruman September 2020
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  11

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  Add number of shares to Security List

  New Rocket J Squirrel 51 views 6 comments 11 points Most recent by dipe_c April 26
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  10

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  Is there a 10 year avg annual return?

  New whawk 114 views 5 comments 10 points Most recent by Jim_Harman March 14
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  9

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  Why doesn't Q calculate Estimated Income?

  New PeterC 145 views 10 comments 9 points Most recent by Jim_Harman August 2020
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  9

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  Asset allocation by Security Type

  New Murali Narayanan 130 views 3 comments 9 points Most recent by Quicken Anja April 12
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  8

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

  New PeggySproul 325 views 6 comments 8 points Most recent by PeggySproul October 2020
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  8

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  Morningstar ratings, return, and risk

  New q_lurker 175 views 4 comments 8 points Most recent by vitreous January 20
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  8

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

  New gj0608 199 views 8 comments 8 points Most recent by gj0608 May 13
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  8

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  Show Morningstar ratings for ETF Investment Type

  New deranger2 37 views 1 comment 8 points Most recent by Mick December 2020
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  8

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  Affects investment performance behavior change

  New q_lurker 140 views 16 comments 8 points Most recent by Rocket J Squirrel April 12
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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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  7

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  One Step Update for non-US and non-Canadian securities

  New sslucas88 83 views 6 comments 7 points Most recent by twoaussie December 2020
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  7

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  Estimated Dividend Income

  New Mike Yacenda 593 views 10 comments 7 points Most recent by Sherlock February 5
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  7

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  Need way to track Life Insurance Asset Value (vs Premiums)

  New RonBask 2.1K views 12 comments 7 points Most recent by jnprop October 2020
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  7

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  Daily Interval Graph for Net Worth and Portfolio

  New System 140 views 3 comments 7 points Most recent by bkinva April 13
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  Merged: We need much better Types and Asset Classes for securities

  Stephen Fisher 41 views 0 comments 7 points Started by Stephen Fisher March 2019
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  6

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  Include Custom Assets When Rebalancing Portfolio

  New elubat 236 views 21 comments 6 points Most recent by MrQRav April 17
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  6

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  Default for "Specify Lots"

  New Bahamas811 47 views 3 comments 6 points Most recent by RedCab June 4
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  6

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  Add Investment "Type" to Customize Current View in the Investing Portfolio Views

  New byerskm 64 views 4 comments 6 points Most recent by warrenjg1 February 5
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  6

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  3 & 5 Year Average Annual IRR Calculations

  New Boatnmaniac 82 views 8 comments 6 points Most recent by q_lurker May 28
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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 523 views 9 comments 6 points Most recent by Chris_QPW July 2020
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  6

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  Investment page - Group By (2 Legacy Votes)

  New Quicken Community 1 view 1 comment 6 points Most recent by Jim_Harman October 2018