Investments

Discussion List

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  34
  reconcile using share balance instead of cash value in mac version (4 Legacy Votes)

  Planned kashyapa 1.3K views 44 comments 34 points Most recent by Quicken Laura July 23
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  76
  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Planned ozarkcanoer 2.1K views 55 comments 76 points Most recent by MontanaKarl July 22
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  157
  Asset Allocation Reports for Quicken Mac (as on Quicken 2007/Windows) (14 merged votes)

  Planned Quicken Community 2.6K views 52 comments 157 points Most recent by Quicken Anja June 26
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  57
  Lack of yield column (15 Legacy Votes)

  Planned Quicken Community 473 views 31 comments 57 points Most recent by Quicken Anja June 26
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  67
  Cost Basis (Adjusted Cost Basis) ACB (9 Legacy Votes)

  Planned JFOR 1.7K views 29 comments 67 points Most recent by Quicken Anja June 19
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  35
  Investing Idea - Show "Percentage of Portfolio"

  Planned Paul Schopf 204 views 13 comments 35 points Most recent by Quicken Anja June 19
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  44
  Add ability to create scheduled Investment transactions (Q Mac)

  Planned Tom Bonner 1.1K views 33 comments 44 points Most recent by Quicken Anja June 18
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  28
  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Planned smayer97 3.1K views 64 comments 28 points Most recent by MJ1218 March 25
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  7
  Add ability to Buy/Sell investments AND Transfer in single transaction (27 Legacy Votes)

  Planned smayer97 558 views 31 comments 7 points Most recent by Quicken Alyssa November 2025
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  42
  Provide ability to add STOCK INDICES to Investing's "Portfolio" (graph) view... (1 Merged Vote)

  Planned Joachim G Ruehle 734 views 13 comments 42 points Most recent by Chris_QPW February 2024
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  11
  Add "Amount Invested" Column to Portfolio View [4 Merged]

  Planned Steve29 124 views 9 comments 11 points Most recent by jacobs September 2023