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.