Portfolio Management and Export

John C

smayer97

Let me see if I can address each concern:

- you cannot run more than one instance of QM2018 at a time. BUT you can install more than one at a time and open and close each instance. Meanwhile, You can add your VOTE to 
Maintain ability to run 2 copies of Quicken for Mac simultaneously

- you can add columns to the Portfolio view. And you can print or export the view or report too. That said there are still limitations, so You can add your VOTE to  

• Add ability to customize the portfolio view
• Add a Portfolio report

- There currently is no way to move shares nicely. You can add your VOTE to 
Add Ability to Transfer Shares between Investment Accounts

While you are at it, you may want to add your VOTE to related IDEAS found on the 

• List of Requests for Data and File Management Features
• List of Requests Related to Investments
• List of Requests for Downloading Data into Quicken. 

Click on each underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

So far QM2007 can work with macOS 10.13. See:
Is Quicken for Mac 2007 Compatible with High Sierra (macOS 10.13)?
(Reports suggest QM2007 works on High Sierra but automatic backups do not seem to work, at least when using the new APFS drive format... but is ok with the HFS+ (Mac OS Extended) format on the boot drive only, NOT on external drives)

You can also follow the discussion on Is Quicken for Mac 2007 Compatible with Mojave (macOS 10.14)?

Of course, QM2007 will only work with your FI/Bank until they stop supporting it. 

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

smayer97 (QM2007, CDN user since '92) said:

Let me see if I can address each concern:

- you cannot run more than one instance of QM2018 at a time. BUT you can install more than one at a time and open and close each instance. Meanwhile, You can add your VOTE to 
Maintain ability to run 2 copies of Quicken for Mac simultaneously

- you can add columns to the Portfolio view. And you can print or export the view or report too. That said there are still limitations, so You can add your VOTE to  

• Add ability to customize the portfolio view
• Add a Portfolio report

- There currently is no way to move shares nicely. You can add your VOTE to 
Add Ability to Transfer Shares between Investment Accounts

While you are at it, you may want to add your VOTE to related IDEAS found on the 

• List of Requests for Data and File Management Features
• List of Requests Related to Investments
• List of Requests for Downloading Data into Quicken. 

Click on each underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

So far QM2007 can work with macOS 10.13. See:
Is Quicken for Mac 2007 Compatible with High Sierra (macOS 10.13)?
(Reports suggest QM2007 works on High Sierra but automatic backups do not seem to work, at least when using the new APFS drive format... but is ok with the HFS+ (Mac OS Extended) format on the boot drive only, NOT on external drives)

You can also follow the discussion on Is Quicken for Mac 2007 Compatible with Mojave (macOS 10.14)?

Of course, QM2007 will only work with your FI/Bank until they stop supporting it. 

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Sorry...that first line should say you CANNOT run more than one instance of QM2018 at a time...

Quicken_Tyka

Hey John,

If select 'Investing' on the left hand side, I am able to see a portfolio for all of the investing accounts.

I can then show the portfolio grouped by account and I am able to see all of the accounts in one place.

I was also able to add the symbol column and I am able to export all of this as a CSV.



Hope this helps!

-Quicken Tyka

John C

Thanks for the info

John C

Quicken Tyka said:

Hey John,

If select 'Investing' on the left hand side, I am able to see a portfolio for all of the investing accounts.

I can then show the portfolio grouped by account and I am able to see all of the accounts in one place.

I was also able to add the symbol column and I am able to export all of this as a CSV.



Hope this helps!

-Quicken Tyka

Quicken Tyka

Quicken_Tyka

Quicken Tyka said:

Hey John,

If select 'Investing' on the left hand side, I am able to see a portfolio for all of the investing accounts.

I can then show the portfolio grouped by account and I am able to see all of the accounts in one place.

I was also able to add the symbol column and I am able to export all of this as a CSV.



Hope this helps!

-Quicken Tyka

Hey John,

If there is anything else that you are having trouble finding or have any further questions just let us know!