Add ability to manually update security quotes/prices in portfolio window (97 Legacy Votes)

Snoopy FC

In QM2007, I could manually update quotes for any particular day inside the portfolio window, especially for funds that didn't have functional ticker symbols (i.e. 401k fund that has a unique value relative to its ticker symbol, other crazy reasons like life insurance funds).  That functionality does not exist in the current Quicken Mac, as one has to add additional prices for each security under the security list.  Can we make it a little easier to directly update prices for those mutual funds/stocks that don't have direct update ability through the internet?

Be sure to click the dark grey triangle under the VOTE count in the yellow banner below, so your vote will count (it may take a moment for your vote to register).

(If it is high gray, your vote has been registered.) Your VOTE matters!

Unknown

I second the motion.  I would greatly appreciate this feature as well

Snoopy FC

This same issue applies to QM2017.  

Unknown

This reply was created from a merged topic originally titled Quicken Mac 2017 Securities Quotes.


Return the ability to manually edit securities quotes directly in the portfolio view, rather than having to dig through menus to get to the appropriate Securities pane

Snoopy FC

This reply was created from a merged topic originally titled Response #1.


Agree! Agree! Agree!  The current process is anything but straightforward!

Note: This conversation was created from a reply on: Quicken Mac 2017 Securities Quotes.

smayer97

This reply was created from a merged topic originally titled Response #2.


(If you find this feature helpful, please be sure to click "VOTE" above to increase the count of this post and therefore its visibility to other users and to the developers.)

If you do not click VOTE at the top of the page, your vote will NOT be counted!

Click "Follow" at the top if you want to receive notifications of any replies to this thread. 

Note: This conversation was created from a reply on: Quicken Mac 2017 Securities Quotes.

smayer97

This reply was created from a merged topic originally titled Response #3.


I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that, I suggest you read this FAQ on how to filter the IDEAS on this forum to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...

The following are some of the many feature requests you will find:

• List of Requests for Report Types and Related Features
• Restore Transactions Downloading Acceptance and Matching workflow 
• Option to Have Debits and Credits Tallied Separately for Reconciliation Process
• Add ability to track/store Prior Reconciled Statements/periods
  
• True multi-currency conversion support
  
• many requests for configuration options

and many others.

Be sure to scroll down the page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Note: This conversation was created from a reply on: Quicken Mac 2017 Securities Quotes.

smayer97

This IDEA has been added to the:

• List of Requests for Data Entry and Usability Options and Features
• List of Requests Related to Investments

You may want to click on each underlined link, then follow the instructions on each page to add your vote to more related ideas.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Unknown

This reply was created from a merged topic originally titled Overriding Security Prices in QM2017.


In QM2007 you could edit a security price by entering the correct price directly into the price displayed in the Portfolio.

Overriding the prices that the system downloads from the net may be necessary for a number of reasons - including that fact that some securities (particularly bonds) may not be included in the download, and in some cases a user may want to correct a price to conform his file to his brokerage month-end price. 

The approach of going to the securities listing and clicking on the security in question and then selecting prices and finally entering the corrected price.  This is a very round about way to make a simple correction.

I think the approach in QM2007 would be a major improvement in QM2017

Snoopy FC

This reply was created from a merged topic originally titled Overriding Security Prices in QM2017.


In QM2007 you could edit a security price by entering the correct price directly into the price displayed in the Portfolio.

Overriding the prices that the system downloads from the net may be necessary for a number of reasons - including that fact that some securities (particularly bonds) may not be included in the download, and in some cases a user may want to correct a price to conform his file to his brokerage month-end price. 

The approach of going to the securities listing and clicking on the security in question and then selecting prices and finally entering the corrected price.  This is a very round about way to make a simple correction.

I think the approach in QM2007 would be a major improvement in QM2017

Well said.  Couldn't agree more.  Hopefully this is on the developer's radar.  

Mira Shnier

I need this feature on QM2018 Deluxe for Canada too, please.

smayer97

I need this feature on QM2018 Deluxe for Canada too, please.

It is effectively one product, just configured for Canada, so when it is available in QMac, it will be available for both US and CA.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Mira Shnier

I need this feature on QM2018 Deluxe for Canada too, please.

I have decided to go back to Windows. This, and a number of other reasons made it impossible for me to use the Mac version.  And I was so looking forward to that now that it is available in Canada.  I had too many problems maintaining Parallels and Windows, so I actually have a cheap Windows laptop on my desk just for Quicken.  Everything else I do is on my Mac! Let's hope Quicken Inc can make the updates to the Mac version soon!

smayer97

I need this feature on QM2018 Deluxe for Canada too, please.

BTW, consider using remote access software to access your Windows version so you can still function from your Mac...Obviously there is the MS version...otherwise there are several other options, e.g. NoMachine and Teamviewer (see this great article for complete review of many options (most are free): http://machow2.com/rdp-for-mac/ ). 

While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Data Entry and Usability Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas.

Then, I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

This will help make the transition easier for you when you are ready to upgrade by seeking to have the features you are used to in Quicken end up in the latest version.

To do that click on this underlined link, following the instructions then VOTE to your heart's content. Your VOTES matter! 
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Unknown

I have been asking
 for this for years. I vote for this addition

Unknown

This reply was created from a merged topic originally titled Add security prices from portfolio view.


In Quicken 2007, I was able to add security prices from the portfolio view.  In Quicken 2018, I have to go through multiple steps of selecting Securities from the menu.  Choosing the security and then entering the price.  Please add back the ability to enter security prices from the Portfolio.

Snoopy FC

This reply was created from a merged topic originally titled Add security prices from portfolio view.


In Quicken 2007, I was able to add security prices from the portfolio view.  In Quicken 2018, I have to go through multiple steps of selecting Securities from the menu.  Choosing the security and then entering the price.  Please add back the ability to enter security prices from the Portfolio.

They've greatly improved this aspect of the software since QM2016, and it is simpler now, but not as simple as it used to be in QM2007.  Hopefully we'll get all the way there soon.  You can update security prices now by clicking on the security in the portfolio window and following the edit button (if I remember correctly). 

Unknown

This reply was created from a merged topic originally titled Add security prices from portfolio view.


In Quicken 2007, I was able to add security prices from the portfolio view.  In Quicken 2018, I have to go through multiple steps of selecting Securities from the menu.  Choosing the security and then entering the price.  Please add back the ability to enter security prices from the Portfolio.

Your  memory is correct, Snoopy.  But what a kludge.
Say I'm updating the price of a bond from my month end statement which I get middle of following month.  I have the portfolio set on last day of the that month.  Click on security, click on edit, move cursor to tippy top of window, click price history, move cursor down to date field, move the date down to previous month end (it doesn't remember I have already set the correct date in Portfolio view) move over to closing price, enter price, click 'add'(if you forget this it doesn't work) click 'done, then renew port window.
This is a great improvement?  Ha.
Compared to: click on quote field, enter value, move to next field. No wonder Mira above gave up on it.

I think of all the stupid things they do in the newer versions, the worst is always defaulting the date to "today".  When I do transaction entering, pretty much never need today's date.  I'm entering my March statements now and every single record requires that move the date from 'today' to the correct date in March. Monthly dividends typically come in on the 15th, quarterly ones near month end.   If they just inserted the last date I used it would save me loads of time.  

Do you know my ancient DOS versions of Q which were very fast and sleek, always remembered the last dates I entered o matter where and continued from there.  So much smarter.  

Snoopy FC

This reply was created from a merged topic originally titled Add security prices from portfolio view.


In Quicken 2007, I was able to add security prices from the portfolio view.  In Quicken 2018, I have to go through multiple steps of selecting Securities from the menu.  Choosing the security and then entering the price.  Please add back the ability to enter security prices from the Portfolio.

I know it was easier in QM2007, but that program will be on the scrap heap with the next iteration of macOS.  My point was that it is now faster in the new version of QM2018 than it was in QM2016 or so.  I hope they can make it what it once was as soon as possible.  

[email protected]

WORK AROUND: Enter a new transaction but as if buying a penny stock and fractions of a share so it doesn't affect your portfolio. A stock priced 46.29 becomes - COST 0.4629 and number of shares as 0.01. The new transaction updates the programs DB. Edit as needed.

Leslie Jones

I am not seeing a way to vote but I agree. And the fact this was first asked for in 2016 and it is now almost 2020 makes me wonder if anyone at Quicken for Mac really cares.

jacobs

@Leslie Jones You vote by going to the top of this page (or the top of the 1st page in a multi-page thread), spot the blue box beneath the first post, and then clicking on the little gray triangle under the vote count.

As for "do they care?", yes, of course they do. And the program has come a long way since 2016. But the developers have had hundreds of feature requests, and even after several years, there are still many waiting to be done. They often focus on adding features that cannot be done at all over those ideas which would streamline processes which already work.

pjw7

Box counts 13 votes and no grey triangle visible. Please count mr in! Or have they actually done this and I need to download that version??

Quicken_Natalie

Hello pjw7,

Thank you for electing to vote on this Idea!

The gray triangle that you would click on to add your vote should look like this: 



Clicking on that triangle should up the vote count to 14.

Please let me know if this is displaying properly for you and if you're able to add your vote. 

Thanks!

-Quicken Natalie 

Scott Rose

Honestly, I'm shocked that this feature isn't part of the new Quicken for Mac! For 30 years, we've updated stock quotes/prices right from the Portfolio view! But now, we have to jump through 5 different screens to get to this?! Truly ridiculous!

galederosa

You ought to be able to select the quote column on the portfolio page and update the price of a given REIT/Stock etc...that isn't publicly traded but you track in Quicken to keep track of your net worth. I know I used to be able to do this in my old quicken program that was for windows. Bring that functionality back.

jacobs

@galederosa  You may already know this, but you can update the price of a security -- just not directly on the security page. Go to Window > Securities, double-click the security you want, and click on Price History. On this screen, you can add new price entries for any date.

So it's do-able -- but clearly not easy to get to, especially if you have several securities to update. The old Quicken Mac 2007 let you set the date on the Portfolio and then update the rice of any security right on the same screen.

There is an Idea request for this functionality in Quicken Mac; please visit that thread and vote* for it if this is what you'd like to see added. (*To vote for an idea, scroll to the big blue box under the first post, and click the little gray arrow under the vote counter; the count will go up, and your arrow will change from gray to black.)

This idea is currently marked as Under Consideration, which means the moderators have pushed it out to the developers to assess what it would take to implement and if they agree with the idea. The more people who vote for an idea, the more impetus it has for the developers to move it up their priority list. 

Daffy Duck

When I reconcile my month end brokerage statements I frequently find that the prices downloaded by Quicken are incomplete or disagree with my brokerage statements. As part of my reconciling process I manually insert the prices shown on my brokerage statements.

Quicken does provide a means of doing this - but it requires several key strokes; I must click on the security in the portfolio view, elect to edit the security, then select price history, type in the date (typically month and day), type in the closing price, click on the "add" button and then the done button. - approximately 10 key strokes.

My suggestion is that in the portfolio we should be able to type in a price in the quote column for any security and have Quicken accept that price as a manually entered closing price for that date.

This would be particularly beneficial with small cap stocks, options and other securities that may not be picked up when Quicken downloads prices.

RalphS

Make the functionality more like Quicken for Mac 2007 and you will get more mac users of the software......Current version looks better than the Windows version but the functionality is what is lacking.

MarkE

You don't want price update to be TOO easy. I think the right way would be that when you right click on a security, you get two options: Edit security (security details) and Update prices. (Currently, Edit security INCLUDES the price history -- which doesn't really make sense.)
It would be even better if this option were available from the Portfolio view.

jacobs

@MarkE Many longtime Quicken Mac users liked the way the legacy Quicken 2007 (and earlier) worked: in the Portfolio view, you could set the date, and enter a price right in the Portfolio, and pressing Tab or Return entered the manual price. That might be what you consider "too easy", but in my opinion, it worked well for many years.

Currently, in the Portfolio view, you can click a Security to get a small pop-up menu with two options, click the Edit Security choice on that menu, and then click Price History to get to the Price History screen. Your suggestion is to add a third option to the pop-up menu — Price History — to eliminate one click (landing on the Security Details screen), correct? I think that would be good, and should be a simple change for the developers: add a third choice to the pop-up menu, and have it take you directly to the Price History screen. If they could add this option to save a click, I'd be all for it.

However, that's still a lot more clicking than what was required in the old Quicken 2007. If you were looking at a statement as of the end of a month or quarter, you'd enter the date once and then enter any prices you needed to enter one after the other without any additional menus or screens. What you're suggesting still requires, for each security, two clicks to get to the Price History screen, where you have to enter the date each time, enter the price and then save to return to the Portfolio screen to do it for the next security. I think many people in this thread are seeking to have them create a way to enter the As Of date once, and then be able to enter prices directly from the Portfolio screen with just one click for each security.