Home Quicken for Windows Product Ideas - Quicken for Windows Investments (Windows)

Allow Add Reminder for Investment Transactions

markus1957markus1957 SuperUser ✭✭✭✭✭
edited August 2019 in Investments (Windows)
The Add Reminder dialogue can be activated by right-clicking a transaction in a banking register but not in an investment register. The dialogue conveniently fills the fields for the reminder based on the transaction selected. This would be especially useful in investment registers for managing cash flow and for tax planning. Currently, investment register reminders have to be created manually.
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  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited November 2018
    This would be very helpful. I currently have reminders for all of my dividend producing securities. A simpler way to create the income reminders when I add a new security would be great.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • EmKayEmKay Member ✭✭
    edited November 2018
    I'd love to see this, too.  Since i "upgraded' my Vanguard IRA to their brokerage model, I can no longer do automatic exchanges between funds via their website -- so I have to remember to do them manually.  This would help!
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