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What investment software besides Quicken for Mac 2007 has the history of actions list???

Adele Dreyer

I'm using Q for Mac 2007
for one reason only. The HISTORY of actions for each security showing Buys/Sells/Dividends, (date and how many and how much). Can't find this feature on any other app. Does anyone KNOW this feature on another app?

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mshiggins

That sounds like the Security Derail view in Quicken for Windows. I am not sure if the recent QMac versions have a similar feature.

Adele Dreyer

I haven't seen Quicken for Windows. But it IS the Security detail, and looks like this, for example:

Acct Date Action Shares Price Amt Commission Total Shares

Trust 2.17.18 Buy 1000 $17 $17,.... $4.95 5000 (long hold....)
Trust 4.27.18 Dividend $2,500 5000

WHY DOESN'T QUICKEN INCLUDE THIS IN THE NEW 2018 ETC PLATFORM?? MAC ????

Adele Dreyer

That sounds like the Security Derail view in Quicken for Windows. I am not sure if the recent QMac versions have a similar feature.

There should be a LIST of SECURITIES. PERIOD!!!

J_Mike

The new QMac retains and will display the complete transaction history for a specified security.

Open the holding account to Transaction View.
Key in the security name in the search box at upper right of display.
Result is a filtered register view showing all history for the specified security.

Note - may need to set the twister register date filter; e.g., All Dates

Adele Dreyer

I haven't seen Quicken for Windows. But it IS the Security detail, and looks like this, for example:

Acct Date Action Shares Price Amt Commission Total Shares

Trust 2.17.18 Buy 1000 $17 $17,.... $4.95 5000 (long hold....)
Trust 4.27.18 Dividend $2,500 5000

WHY DOESN'T QUICKEN INCLUDE THIS IN THE NEW 2018 ETC PLATFORM?? MAC ????

OK, that looks good. What is that? Windows? or Mac? And what release???

Adele Dreyer

I haven't seen Quicken for Windows. But it IS the Security detail, and looks like this, for example:

Acct Date Action Shares Price Amt Commission Total Shares

Trust 2.17.18 Buy 1000 $17 $17,.... $4.95 5000 (long hold....)
Trust 4.27.18 Dividend $2,500 5000

WHY DOESN'T QUICKEN INCLUDE THIS IN THE NEW 2018 ETC PLATFORM?? MAC ????

And that feature is new to Mac 2019 (in the search?)????

I didn't get that screen in Q 2018.

Because if so, I'll buy 2019 and try to move up from 2007. I just upgraded to Mojave... and am afraid next upgrade I'll lose Q 2007.

Adele Dreyer

Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).

WHAT DOES THAT MEAN?

Adele Dreyer

Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).

WHAT DOES THAT MEAN?

OK....So, I'll go buy 2019.... and hope I can get the tools I need.

Are you guys Quicken techs????

J_Mike

Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).

WHAT DOES THAT MEAN?

Wow - that was a typo - spell checker gone wild??
I meant "transaction register".

Adele Dreyer

Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).

WHAT DOES THAT MEAN?

Yeah... "Twister" is a dance! (60's)...
Once I get into Q'19, I'll get back to you.

Adele Dreyer

Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).

WHAT DOES THAT MEAN?

I'll keep your notes, thank you both for your help. I'm older than both of you put together, no doubt! Been using Q since the '90's, I think. I've been Treasurer of big organizations, held Quicken workshops to get fellow piano teachers (me) to help in their studios, and continue w/a non-profit using Q 2018 just fine. But I'm doing my own investing. And doing very well. Take a look at NRZ today!!! over 11% dividend. In low $17.... very good buy. Wish me luck on Q 2019.

Adele Dreyer

I haven't seen Quicken for Windows. But it IS the Security detail, and looks like this, for example:

Acct Date Action Shares Price Amt Commission Total Shares

Trust 2.17.18 Buy 1000 $17 $17,.... $4.95 5000 (long hold....)
Trust 4.27.18 Dividend $2,500 5000

WHY DOESN'T QUICKEN INCLUDE THIS IN THE NEW 2018 ETC PLATFORM?? MAC ????

I've now upgraded to Q Mac '19. I'm pretty well-versed in the steps above.

Q: Is there a way of exporting a Q 2007 file w/all data include price of shares back, say 5 or 10 years and important that into the new Q file?

FIDELITY only provides "price" of shares bought starting in @ September, 2017.

Adele Dreyer

I have been able to go this route: Account>Transactions> Q: security symbol.

This brings up the transactions EXCEPT the dividends !!!! I need to see the DIVIDENDS ADDED, which are downloaded digitally from Fidelity and ID'D as Dividend Income listed under Type. So.....???? That is MISSING FROM QUICKEN!