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Missing "Amount Invested"

Steve29

I just moved from Quicken 2007 to 2019 on a Mac. Mostly working, though the conversion took some work.

One thing I'm missing is a column for "Amount Invested" in investment accounts. Of course I can have "cost basis" which is helpful for taxes, but it doesn't have the same intuitive simplicity as the amount invested. And for a fund you've owned for a while, that's been producing dividends, the difference can be quite large.

Am I missing something?

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Accepted answers

Quicken Sarah

Hello @Steve29

Thank you for taking the time to share your experience and question with the Community, although I apologize that you have not yet received a response.

Amount Invested is a column that has not been built into the new Quicken for Mac product line yet and it not available to add to the portfolio view, I apologize.

If you haven't already, I would recommend creating an "Idea" post requesting this functionality be added to the program.

Idea posts are able to be voted on by other Members of the Community and are reviewed directly by our Development teams for insight on what future features/functionalities for Quicken are being requested. The more votes an Idea receives, the higher it is prioritized for possible future implementation.

I hope this information is helpful and please let us know if there are any further questions/concerns.

Thank you,

Sarah

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Quicken Sarah

Steve29

Thank you, Sara. Needless to say, this feature is available on Windows and ought to be available on Mac, as well.

I'm happy to create an "idea" -- how do I do that?

Thanks.

Quicken Sarah

Hi @Steve29

To create an "Idea' post, click on the "create a question" drop-down menu and select "New Idea".

Image: https://us.v-cdn.net/6031128/uploads/editor/ik/q7v98a00smmk.png

Fill out the category, subject and body of the post, I highly recommend including a "use case" example in the post, something that explains to Development and other Users why this feature/function would be beneficial.

Thank you,

Sarah

Steve29

Okay, thanks. It's done. It is NOT easy to find that option!