Add ability to create scheduled Investment transactions (Q Mac)

Tom Bonner
Tom Bonner Member ✭✭
edited May 22 in Investments (Mac)
This is a feature that seems to be available in Quicken Windows. Especially for those in retirement it would be very helpful in anticipating income. The simplest implementation for the user would be to enable "Schedule selected transaction" for investment transactions. It would be nice if it showed up in the income summary under "bills and Income" but I would be happy to just be able to schedule dividends and see the anticipated income in the investment account transactions window. This has been discussed in previous posts: https://getsatisfaction.com/quickencommunity/topics/scheduling-dividend-transactions and https://getsatisfaction.com/quickencommunity/topics/schedule-dividend-transactions-in-qm18?topic-rep...
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Comments

  • RickO
    RickO SuperUser, Mac Beta Beta
    edited May 2018
    You can currently schedule Payment/Deposit transactions in an investment account, but unfortunately, that is the only type.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Tom Bonner
    Tom Bonner Member ✭✭
    edited May 2018
    Main problem is that one has to create a lot of new payees duplicating the securities list and then after posting edit the the transaction type to the correct investment transaction type. It would be so much easier using "schedule selected transaction" function.
  • I find that cash management well into the future is so much easier with scheduled transactions. However, scheduled loan payments and investment activity are not handled properly in Quicken MAC.

    I entered my entire amortization table as future transactions since Quicken and my bank disagree a bit on the interest amounts from time to time. As a result, Quicken thinks most of those future transactions already happened! I should have 29 payments to go, but Quicken says 3.

    I draw my retirement income mostly from monthly CD ladder maturities. I tried entering these as future sell transactions to keep track of the future cash balance. And again, Quicken thinks those transactions have already occurred and includes neither the value of currently unsold CDs nor their maturation cash in my net worth.
  • 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
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    I use this all the time in QM2007... VERY MUCH needed.
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