Add "Amount Invested" Column to Portfolio View [4 Merged]
Steve29
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.
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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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 users0 -
"Amount Invested" report needs to be added to MAC 20200
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Hello @Shermanart,
Thank you for reaching out to the Community regarding your request.
Being that this is not currently an existing feature, I went ahead and changed your post to an idea post. Our development team frequently uses our idea posts in order to improve Quicken and implement new features requested by customers. This way other users who have the same or a similar request can vote on your idea.
Be sure to add your own vote as well.
-Quicken Anja0 -
Quicken Anja
When I click to vote above, I get an error "Category is not configured for ideation." Please reply back when it is fixed. I'd like to have this ability too.Quicken Mac Subscription • Quicken user since 19940 -
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It's fixed and I voted. Thanks
Quicken Mac Subscription • Quicken user since 19941 -
While it may not be exactly what you're looking for, you can add Cost Basis to the portfolio view.0
