Investments

Discussion List

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  8

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  Please allow user to edit/change auto-populated INDUSTRY classification of securities

  Reviewed gkading 62 views 4 comments 8 points Most recent by reister February 15
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  11

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  Return benchmark info & choice to Portfolio x-ray

  Reviewed rattytom 49 views 2 comments 11 points Most recent by Jim_Harman February 12
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  4

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  Keyboard shortcut for "delete" of a spurious downloaded transaction (e.g. todays CvrShrts)

  New jbowler 28 views 1 comment 4 points Most recent by leishirsute February 11
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  49

  Up
  Print Portfolio X-Ray report, 2nd attempt

  Under Consideration UKR 368 views 8 comments 49 points Most recent by Butchp February 7
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  54

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

  Under Consideration f0445780 1.6K views 32 comments 54 points Most recent by smutschler February 6
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  71

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

  Under Consideration Gilles9 2.5K views 80 comments 71 points Most recent by SylvainL February 5
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  26

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

  Reviewed JoeG 1.2K views 22 comments 26 points Most recent by Jim_Harman January 29
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  2

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  Lot Assignment By Account

  New lpreinhold 12 views 1 comment 2 points Most recent by q_lurker January 27
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  20

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

  Reviewed RonBask 4.6K views 29 comments 20 points Most recent by skeleton567 January 26
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  1

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  Investment Goals - Entry & Reporting

  Reviewed Sisyphus1967 11 views 1 comment 1 point Most recent by Jim_Harman January 26
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  1

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  List most recent security used at top of QuickFill list

  New JAMKCMO 2 views 1 comment 1 point Most recent by UKR January 21
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  1

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  YTD Return % instead of Avg Annual Return YTD %

  Reviewed jdevanoff 16 views 1 comment 1 point Most recent by Jim_Harman January 17
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  5

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  Enhancement to Security Detail view

  Reviewed grifman 41 views 4 comments 5 points Most recent by Ed Mooney January 16
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  9

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  Why is there no "rollover" selection for transactions in IRA accounts?

  Cindi Anderson 105 views 9 comments 9 points Most recent by SeaStar January 13
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  2

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  Home Screen/Portfolio Value/Date Range Drop down: Add a "Last 365" range.

  Reviewed gjwhite930 11 views 1 comment 2 points Most recent by Jim_Harman January 12
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  3

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  Deleting a zero-quantity Placeholder should automatically clear the Pending Placeholder Entries

  Reviewed gjwhite930 12 views 1 comment 3 points Most recent by Jim_Harman January 12
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  16

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  Include investment dividends in income pie chart

  Reviewed Blues_guy 123 views 5 comments 16 points Most recent by Jim_Harman January 9
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  7

  Up
  Support for TIPS (Treasury Inflation Protected Securities)

  Reviewed SirDodo 311 views 8 comments 7 points Most recent by TedQacct January 7
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  2

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  RSU Vesting Schedule

  Reviewed CDG01 11 views 0 comments 2 points Started by CDG01 January 6
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  1

  Up
  Ability to Archive Options

  Reviewed Jeeter 14 views 0 comments 1 point Started by Jeeter January 6
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  1
  Allow importing security prices from CSV file for missing Securities in Windows Classic Premier

  Already Offered klebsock 24 views 2 comments 1 point Most recent by Quicken Anja December 2025
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  46

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

  Under Consideration USMA74 919 views 29 comments 46 points Most recent by Quicken Anja December 2025
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  1

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  Merge Option for Identical Listings for Same Security

  Reviewed Bob Stanis 21 views 2 comments 1 point Most recent by q_lurker December 2025
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  4

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  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 125 views 8 comments 4 points Most recent by Rob328 December 2025
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  2

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  Show holdings at bottom of Investment register

  Reviewed Lee Tumbleson 32 views 2 comments 2 points Most recent by q_lurker December 2025
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  7

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  Multi-Currency Accounts and Investments Tracking

  Reviewed atsob 52 views 4 comments 7 points Most recent by EDacho December 2025
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  4

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  Add totals to the Investment performance report

  Reviewed Bob_L 12 views 1 comment 4 points Most recent by q_lurker December 2025
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  1

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  Show US dollar amounts for Canadian Dividends in Security View for US Version of Q-Classic

  Reviewed RonHi 1 view 1 comment 1 point Most recent by RonHi December 2025
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  5

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  Please add the ability to customize Investment Registers?

  Mike409 94 views 8 comments 5 points Most recent by Quicken Anja November 2025
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  7

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  Rounding vs. Truncating

  Reviewed NotACPA 292 views 6 comments 7 points Most recent by NotACPA November 2025