Home Quicken for Mac Product Ideas - Quicken for Mac Investments (Mac)

Add "Amount Invested" Column to Portfolio View

Steve29Steve29 Member ✭✭✭
edited November 2019 in Investments (Mac)
Quicken 2007 Mac and all versions of Quicken PC offer this feature. It allows you to figure out how much money you've actually made on an investment that throws off a lot of dividends (such as a bond fund). We can currently only show "Cost Basis" which isn't the same thing. Better for taxes, but not nearly as useful when evaluating an investment. Also, comparing Amount Invested with Cost Basis lets you to see how much your investment is being taxed -- that is, how 'tax efficient' it is. 

Bottom line -- this is a standard feature that's been in some versions of the product forever. Mac users should be offered the same information for investments as PC users.
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  • Joe DeschJoe Desch Member
    Quicken 2007 Mac and all versions of Quicken PC offer this feature. It allows you to figure out how much money you've actually made on an investment that throws off a lot of dividends (such as a bond fund). We can currently only show "Cost Basis" which isn't the same thing. Better for taxes, but not nearly as useful when evaluating an investment. Also, comparing Amount Invested with Cost Basis lets you to see how much your investment is being taxed -- that is, how 'tax efficient' it is.

    Bottom line -- this is a standard feature that's been in some versions of the product forever. Mac users should be offered the same information for investments as PC users
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