Investments

Discussion List

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  1

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  Remove "Show Allocation Guide" and "Rebalance portfolio"

  Reviewed Chris_QPW 62 views 6 comments 1 point Most recent by Jim_Harman February 2025
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  12

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  Provide ability to stop reminders from automatically being added to investment account balances

  Reviewed leishirsute 51 views 2 comments 12 points Most recent by leishirsute February 2025
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  Investing Auto Update

  Reviewed KRThornton 41 views 2 comments 1 point Most recent by Chris_QPW December 2024
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  2

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  Security Detail View by Account

  Reviewed kdedeluk 32 views 0 comments 2 points Most recent by kdedeluk December 2024
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  4

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  Dashboard Daily Investments Change

  Reviewed jtgostars 21 views 0 comments 4 points Most recent by jtgostars December 2024
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  3

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  Update cached data from Schwab/other investment FIs more frequently [Edited]

  Reviewed veegee 321 views 17 comments 3 points Most recent by veegee December 2024
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  2

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  Is it possible to create additional sub groups for accounts?

  Reviewed blampert2 122 views 2 comments 2 points Most recent by Quicken Anja December 2024
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  sequence of investments

  Reviewed CookieKF 21 views 0 comments 1 point Most recent by CookieKF December 2024
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  15

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  Include month-end prices in all historical price updates

  Reviewed Jim_Harman 74 views 0 comments 15 points Most recent by Jim_Harman November 2024
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  5

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  make it possible to write and print checks from a brokerage account (IRA)

  Reviewed mgottfredson 372 views 11 comments 5 points Most recent by UKR November 2024
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  8

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  Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

  Reviewed Joseph Arden 492 views 28 comments 8 points Most recent by q_lurker June 2024
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  13

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

  Reviewed gj0608 581 views 10 comments 13 points Most recent by RLEH May 2024
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  10

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  Change default IRA transfers out tax line item

  Reviewed Rocket J Squirrel 101 views 3 comments 10 points Most recent by q_lurker January 2024
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  26

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  RSU Accounts

  Reviewed RBLeggett12 212 views 6 comments 26 points Most recent by Jim_Harman August 2023
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  14

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  Daily Interval Graph for Net Worth and Portfolio

  Reviewed System 524 views 12 comments 14 points Most recent by Quicken Anja July 2023
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  15

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  Investing Dashboard - yesterday

  Reviewed Greg Lampe 91 views 6 comments 15 points Most recent by UKR May 2023
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  16

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  Enable Ctrl+Home and Ctrl+End in investment registers

  Reviewed Rocket J Squirrel 42 views 5 comments 16 points Most recent by SeaStar November 2022
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  12

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  Allow Add Reminder for Investment Transactions (9 Legacy Votes)

  Reviewed markus1957 227 views 10 comments 12 points Most recent by Dutch3 July 2022
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  Delete Expired Option Trades (12 Legacy Votes)

  Reviewed Quicken Community 1.2K views 42 comments 3 points Most recent by GMGC May 2022
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  12

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

  Reviewed PeggySproul 733 views 6 comments 12 points Most recent by PeggySproul October 2020