Add Investment Goals back for securities and allow Investment Reports to group by Investment Goal.

Wendy Schrandt
Wendy Schrandt Member ✭✭
edited June 2018 in Investments (Mac)
In the past, I have used Investment Goals to group various investments, regardless of which account they are held. All of the Portfolio reports allowed you to Subtotal by Investment Goal which was incredibly useful to track performance. I would like to see this functionality again in the new Quicken for Mac product. 
4 votes

No Status · Last Updated


  • Unknown
    Unknown Member
    edited January 2017
  • rcelio
    rcelio Member ✭✭
    YES - I do this now with Yahoo Finance separately and it's pain. With my broker, I would have to setup separate watch lists - also a pain. Both options very unsatisfactory.
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

    If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

    -Quicken Anja