Add "Amount Invested" Column to Portfolio View [4 Merged]

Steve29

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.

Joe Desch

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

Shermanart

"Amount Invested" report needs to be added to MAC 2020

Quicken Anja

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.

Rick2022

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 Anja

@RIck thank you for bringing this to my attention.

Try now, I believe it's fixed.

Rick2022

It's fixed and I voted.   Thanks

John_M

While it may not be exactly what you're looking for, you can add Cost Basis to the portfolio view.

Steve29

Amount Invested is not the same as Cost Basis. Quicken Windows and Quicken 2007 offered this column. Quicken Mac should, too.

[Merged Post]

jacobs

@Steve29 And note that this Idea thread is marked as "Planned" by the developers, which means it is in their plans for implementation. (Of course, we never know when.)