Q2018 Premier Estimated Income rounds to 2 decimals

Quicken Community
Quicken Community Employee mod
edited August 2019 in Investments (Windows)
I am using Quicken
2018 Premier (Windows). When manually adding Estimated Income, under Additional Security
Info, under Other Info under Edit Security Details, Quicken rounds to two
decimal points. Example: entering $.01639  of estimated income (annual) becomes $.02. If
the number of shares for a given security is high this causes a big discrepancy
in the displayed estimated income for that security in the Investing Portfolio
screen. Example:  on 1M shares of security X would display $20,000 instead
of the correct amount of $16,390.
5
5 votes

Implemented · Last Updated

R26.14

Comments

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2018
    This is particularly a problem with money market funds with a share price of $1.00. You get to choose between 0%, 1%, and 2% estimated interest.
    QWin Premier subscription
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018
    Just for the record, so that everybody knows what we're talking about ...

    To get this to the attention of the programmers, I'll have someone change this "Problem" post to an "Idea".
    Enhancement Ideas are supposed to be brought to the attention of the programmers, for possible inclusion in a future release of Quicken.
    Click the VOTE button on this Idea if you would like to see this fixed any time soon.
  • wrandy999
    wrandy999 Member
    I had only a handful of trx's for my investment money market account, so it was easy to convert the listed shares to base 100. Then you can at least show $1.64 per 100 shares(dollars) of estimated annual income instead of either $.02 or $.01 per share. Not really a great work around, but it does work.

    > @"Ronald Cooper" said:

    > I am using Quicken
    > 2018 Premier (Windows). When manually adding Estimated Income, under Additional Security
    > Info, under Other Info under Edit Security Details, Quicken rounds to two
    > decimal points. Example: entering $.01639  of estimated income (annual) becomes $.02. If
    > the number of shares for a given security is high this causes a big discrepancy
    > in the displayed estimated income for that security in the Investing Portfolio
    > screen. Example:  on 1M shares of security X would display $20,000 instead
    > of the correct amount of $16,390.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    @Quicken Anja
    This was implemented last May in R26.14.
    QWin Premier subscription
  • Quicken Anja
    Quicken Anja Moderator mod
    @Jim_Harman Thank you! Idea status has been updated.
    -Quicken Anja
Sign In or Register to comment.