QM 2017: add an Update Quotes menu item to the menu bar ( 8 Legacy Votes)

RickO

For those users who do not have automatic quote update enabled in Preference, please add a menu item "Update Quotes" to either the File or Accounts menu. This menu item would function exactly the same way as the Update Quotes button in the Portfolio view of the Investing register.

This will allow users to quickly trigger a quote update without having to click the Investing register (which takes a bit of time to open) and then change from Transactions to the Portfolio view. It will also allow users to set a keyboard shortcut for this function.

jtemplin

I realize you've asked for a menu item, but if you are using the toolbar, you can add a quote update button there. The toolbar button is always available wherever you are in the UI (e.g. you don't need to be in an investment register).

smayer97

jtemplin said:

I realize you've asked for a menu item, but if you are using the toolbar, you can add a quote update button there. The toolbar button is always available wherever you are in the UI (e.g. you don't need to be in an investment register).

That is only true for QWin. There is no customizable toolbar for the newest generation of QMac. The above request is for the Mac version.

jtemplin

jtemplin said:

I realize you've asked for a menu item, but if you are using the toolbar, you can add a quote update button there. The toolbar button is always available wherever you are in the UI (e.g. you don't need to be in an investment register).

Sorry. My bad. I'm not familiar with the Mac products, and just assumed something that's been in the Windows product, like forever, would be in the newer Mac product. Ouch. 

cneal

'CMD  U'  is the shortcut for an update for the account. And it is on the Accounts menu, both for the specific account and for all accounts, which is the same as the portfolio view 'Update Quotes' button.

RickO

cneal said:

'CMD  U'  is the shortcut for an update for the account. And it is on the Accounts menu, both for the specific account and for all accounts, which is the same as the portfolio view 'Update Quotes' button.

No it's not. Update Quotes is different than update account. Quotes for securities within an investment account get updated when the account gets updated. But that does not update prices for all securities in your database. To force an update of all security prices, you must use the Update Quotes button in the Portfolio view for which there is no menu item or keyboard shortcut. Or you can turn on Automatically Download Investment Quotes in Preferences, but I find that annoying as it takes over the program at inopportune times.

Furthermore, Cmd-U is the shortcut for Update Selected Online Account and Cmd-Shft-U is the shortcut for Update All Online Accounts.

cneal

cneal said:

'CMD  U'  is the shortcut for an update for the account. And it is on the Accounts menu, both for the specific account and for all accounts, which is the same as the portfolio view 'Update Quotes' button.

I'll have to try it Tuesday to verify, but Update All Accounts menu selction resets the Holdings - Last updated time and clears the red indicator that the last update is old. This action is performed by the Update Quotes button which is the only indicator available today.

RickO

cneal said:

'CMD  U'  is the shortcut for an update for the account. And it is on the Accounts menu, both for the specific account and for all accounts, which is the same as the portfolio view 'Update Quotes' button.

I'm sure you're right.. Update All Accounts probably does update all quotes. But for a couple of reasons, I never use Update All Accounts. However, I do download quotes every time I open Quicken. Since I only update accounts individually, the Update All doesn't help with the quotes issue.

smayer97

cneal said:

'CMD  U'  is the shortcut for an update for the account. And it is on the Accounts menu, both for the specific account and for all accounts, which is the same as the portfolio view 'Update Quotes' button.

As an FYI, you can add your VOTE to:

• Perform downloads in the background
• 
  Add the ability to automatically update at a specific times
  

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

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