Add ability to customize the asset class menu (37 Legacy Votes)
Comments
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Definitely need ability to add own custom asset classes. The current 7 options do not allow enough distinction between asset exposure, especially considering many investments are held across multiple assets (listed property, unlisted property, ethical investments, etc etc).2
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I agree, we've been asking for this for years!!!!!
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Appreciate that custom asset classes are now available for PC users… but please don't forget about this request for the mac version. Would be really helpful
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I’ve been asking for this feature for years. I don’t know why they’re dragging their feet on this. It’s a very important feature for people who do asset allocation. A programmer could probably make this happen in one evening.
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"now"
Not just now. It has been in Windows forever. This omission in Mac has been an irritant for so long.
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I agree. We've been asking for this capability for along time. I'm forced to use Quicken 2007 to track my allocation and return. How about getting this added now!!
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Why can we not create our own custom asset classes to allow us to better manage and align our investment portfolios with our respective fund managers.
Happy to allow for a default set to be available if users only want basic standard classes, but increasingly number of variable classes now being made available it would be easier to allow users to define their own as needed.
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Hello @Darran_AUS,
Your idea has been merged into this already active Idea thread regarding the same request.
Thank you!
-Quicken Anja
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Hello All,
The status of this Idea has been changed to Planned as it has been accepted by our Product and Development team for future implementation. However, Quicken's product development teams do not provide an estimate of when new/enhanced features will be completed and released.
Thank you!
-Quicken Anja
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Thank you, Anja, for the update! We look forward to the Quicken update with improved asset allocation features.
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Yea. Maybe now I'll soon? be able to retire Quicken 2007 and the computer I'm running it on.
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